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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 | $258,128 | $138,385+86.5% | $184,243+40.1% | $80,925+219.0% |
| Participation rate | 59.5% | 83.9%-24.4pp | 86.8%-27.4pp | 67.7%-8.2pp |
| Annual return | 20.44% | 20.02%+0.4pp | 28.82%-8.4pp | 35.65%-15.2pp |
| Employer contribution / active EE | $2,188 | $4,851-54.9% | $6,427-66.0% | $2,756-20.6% |
| Participant deferral / active EE | $4,673 | $7,075-34.0% | $9,132-48.8% | $4,299+8.7% |
| Admin fee / account holder | $531 | $10,489-94.9% | $13,914-96.2% | $6,940-92.3% |