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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 | $250,062 | $73,787+238.9% | $98,716+153.3% | $82,448+203.3% |
| Participation rate | 68.6% | 61.4%+7.2pp | 69.3%-0.7pp | 68.1%+0.5pp |
| Annual return | 21.23% | 18.57%+2.7pp | 31.81%-10.6pp | 41.64%-20.4pp |
| Employer contribution / active EE | $1,844 | $1,511+22.0% | $2,279-19.1% | $2,551-27.7% |
| Participant deferral / active EE | $5,526 | $3,081+79.3% | $4,048+36.5% | $4,139+33.5% |
| Admin fee / account holder | $2,858 | $6,500-56.0% | $8,703-67.2% | $7,234-60.5% |