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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 | $259,050 | $182,442+42.0% | $163,379+58.6% | $138,895+86.5% |
| Participation rate | 33.3% | 79.8%-46.4pp | 76.8%-43.5pp | 79.9%-46.6pp |
| Annual return | 17.52% | 72.74%-55.2pp | 63.41%-45.9pp | 145.39%-127.9pp |
| Employer contribution / active EE | $1,280 | $4,159-69.2% | $3,752-65.9% | $4,194-69.5% |
| Participant deferral / active EE | $6,829 | $6,817+0.2% | $6,282+8.7% | $6,396+6.8% |
| Admin fee / account holder | $5,429 | $10,396-47.8% | $9,818-44.7% | $12,562-56.8% |