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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 | $268,849 | $143,969+86.7% | $199,883+34.5% | $82,637+225.3% |
| Participation rate | 69.6% | 84.1%-14.5pp | 86.8%-17.1pp | 68.1%+1.6pp |
| Annual return | 17.33% | 25.67%-8.3pp | 43.81%-26.5pp | 53.51%-36.2pp |
| Employer contribution / active EE | $4,165 | $4,632-10.1% | $6,261-33.5% | $2,552+63.2% |
| Participant deferral / active EE | $9,019 | $6,937+30.0% | $9,138-1.3% | $4,126+118.6% |
| Admin fee / account holder | $7,463 | $14,597-48.9% | $17,268-56.8% | $7,339+1.7% |