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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 | $265,825 | $108,825+144.3% | $156,181+70.2% | $82,448+222.4% |
| Participation rate | 61.7% | 72.4%-10.6pp | 78.8%-17.1pp | 68.1%-6.3pp |
| Annual return | 17.50% | 20.59%-3.1pp | 64.87%-47.4pp | 41.64%-24.1pp |
| Employer contribution / active EE | $2,588 | $2,870-9.8% | $4,294-39.7% | $2,551+1.4% |
| Participant deferral / active EE | $5,054 | $4,577+10.4% | $6,132-17.6% | $4,139+22.1% |
| Admin fee / account holder | $27,430 | $9,341+193.7% | $14,586+88.1% | $7,234+279.2% |