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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,558 | $135,956+98.3% | $123,894+117.6% | $273,972-1.6% |
| Participation rate | 65.2% | 84.1%-18.8pp | 81.4%-16.2pp | 83.0%-17.8pp |
| Annual return | 8.79% | 56.63%-47.8pp | 47.52%-38.7pp | 41.46%-32.7pp |
| Employer contribution / active EE | $3,727 | $5,170-27.9% | $4,617-19.3% | $4,869-23.4% |
| Participant deferral / active EE | $6,642 | $6,343+4.7% | $5,984+11.0% | $5,287+25.6% |
| Admin fee / account holder | $2,746 | $9,817-72.0% | $8,357-67.1% | $10,133-72.9% |