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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 | $251,509 | $124,425+102.1% | $112,040+124.5% | $137,256+83.2% |
| Participation rate | 62.5% | 79.3%-16.8pp | 76.5%-14.0pp | 80.0%-17.5pp |
| Annual return | 17.84% | 24.72%-6.9pp | 24.52%-6.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $2,395 | $3,411-29.8% | $2,954-18.9% | $4,156-42.4% |
| Participant deferral / active EE | $7,000 | $5,718+22.4% | $5,098+37.3% | $6,407+9.3% |
| Admin fee / account holder | $4,450 | $15,207-70.7% | $12,098-63.2% | $12,270-63.7% |