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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 | $269,893 | $94,031+187.0% | $115,768+133.1% | $82,448+227.3% |
| Participation rate | 63.0% | 70.4%-7.5pp | 74.4%-11.4pp | 68.1%-5.1pp |
| Annual return | 17.88% | 20.61%-2.7pp | 100.46%-82.6pp | 41.64%-23.8pp |
| Employer contribution / active EE | $853 | $2,323-63.3% | $2,940-71.0% | $2,551-66.6% |
| Participant deferral / active EE | $6,133 | $3,972+54.4% | $4,917+24.7% | $4,139+48.2% |
| Admin fee / account holder | $4,882 | $10,249-52.4% | $12,439-60.8% | $7,234-32.5% |