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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 | $107,666+135.9% | $102,184+148.5% | $154,746+64.1% |
| Participation rate | 64.3% | 83.7%-19.4pp | 82.6%-18.3pp | 80.7%-16.4pp |
| Annual return | 15.76% | 29.33%-13.6pp | 31.58%-15.8pp | 172.34%-156.6pp |
| Employer contribution / active EE | $2,909 | $3,846-24.4% | $3,594-19.1% | $4,379-33.6% |
| Participant deferral / active EE | $3,299 | $8,719-62.2% | $8,309-60.3% | $6,730-51.0% |
| Admin fee / account holder | $5,299 | $12,943-59.1% | $11,609-54.4% | $14,365-63.1% |