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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 | $270,722 | $108,825+148.8% | $156,181+73.3% | $82,448+228.4% |
| Participation rate | 67.5% | 72.4%-4.9pp | 78.8%-11.4pp | 68.1%-0.6pp |
| Annual return | 14.29% | 20.59%-6.3pp | 64.87%-50.6pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,247 | $2,870-56.5% | $4,294-71.0% | $2,551-51.1% |
| Participant deferral / active EE | $8,519 | $4,577+86.1% | $6,132+38.9% | $4,139+105.8% |
| Admin fee / account holder | $17,821 | $9,341+90.8% | $14,586+22.2% | $7,234+146.3% |