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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 | $264,346 | $124,425+112.5% | $112,040+135.9% | $137,256+92.6% |
| Participation rate | 60.0% | 79.3%-19.3pp | 76.5%-16.5pp | 80.0%-20.0pp |
| Annual return | 19.20% | 24.72%-5.5pp | 24.52%-5.3pp | 220.34%-201.1pp |
| Employer contribution / active EE | $2,694 | $3,411-21.0% | $2,954-8.8% | $4,156-35.2% |
| Participant deferral / active EE | $10,251 | $5,718+79.3% | $5,098+101.1% | $6,407+60.0% |
| Admin fee / account holder | $2,637 | $15,207-82.7% | $12,098-78.2% | $12,270-78.5% |