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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 | $258,711 | $95,453+171.0% | $112,040+130.9% | $82,448+213.8% |
| Participation rate | 69.7% | 72.8%-3.1pp | 76.5%-6.8pp | 68.1%+1.6pp |
| Annual return | 15.14% | 23.92%-8.8pp | 24.52%-9.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $2,206 | $2,318-4.8% | $2,954-25.3% | $2,551-13.5% |
| Participant deferral / active EE | $7,008 | $4,224+65.9% | $5,098+37.5% | $4,139+69.3% |
| Admin fee / account holder | $1,593 | $9,013-82.3% | $12,098-86.8% | $7,234-78.0% |