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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 | $253,971 | $100,970+151.5% | $96,576+163.0% | $137,256+85.0% |
| Participation rate | 64.3% | 82.6%-18.3pp | 81.4%-17.2pp | 80.0%-15.7pp |
| Annual return | 15.76% | 38.16%-22.4pp | 38.47%-22.7pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,909 | $3,809-23.6% | $3,553-18.1% | $4,156-30.0% |
| Participant deferral / active EE | $3,299 | $8,286-60.2% | $7,956-58.5% | $6,407-48.5% |
| Admin fee / account holder | $5,299 | $11,312-53.2% | $11,381-53.4% | $12,270-56.8% |