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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 | $250,105 | $138,312+80.8% | $122,979+103.4% | $155,188+61.2% |
| Participation rate | 60.0% | 80.2%-20.2pp | 77.2%-17.2pp | 80.8%-20.8pp |
| Annual return | 16.59% | 22.06%-5.5pp | 20.12%-3.5pp | 148.84%-132.2pp |
| Employer contribution / active EE | $3,871 | $3,530+9.7% | $3,062+26.4% | $4,248-8.9% |
| Participant deferral / active EE | $8,215 | $5,592+46.9% | $5,003+64.2% | $6,531+25.8% |
| Admin fee / account holder | $4,231 | $15,089-72.0% | $12,864-67.1% | $14,480-70.8% |