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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 | $251,268 | $93,617+168.4% | $135,982+84.8% | $75,177+234.2% |
| Participation rate | 69.0% | 75.2%-6.2pp | 81.9%-13.0pp | 67.2%+1.8pp |
| Annual return | 17.63% | 30.89%-13.3pp | 68.32%-50.7pp | 160.75%-143.1pp |
| Employer contribution / active EE | $3,026 | $3,538-14.5% | $4,859-37.7% | $2,671+13.3% |
| Participant deferral / active EE | $7,293 | $6,406+13.8% | $7,760-6.0% | $4,126+76.7% |
| Admin fee / account holder | $2,154 | $6,980-69.1% | $10,767-80.0% | $5,651-61.9% |