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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 | $269,230 | $95,453+182.1% | $112,040+140.3% | $82,448+226.5% |
| Participation rate | 63.4% | 72.8%-9.3pp | 76.5%-13.1pp | 68.1%-4.7pp |
| Annual return | 14.69% | 23.92%-9.2pp | 24.52%-9.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $2,106 | $2,318-9.1% | $2,954-28.7% | $2,551-17.5% |
| Participant deferral / active EE | $7,737 | $4,224+83.2% | $5,098+51.8% | $4,139+86.9% |
| Admin fee / account holder | $13,771 | $9,013+52.8% | $12,098+13.8% | $7,234+90.4% |