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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 | $109,620+146.2% | $148,496+81.8% | $94,015+187.1% |
| Participation rate | 63.0% | 71.3%-8.3pp | 76.0%-13.1pp | 70.8%-7.9pp |
| Annual return | 17.88% | 17.54%+0.3pp | 12.33%+5.6pp | 17.84%0pp |
| Employer contribution / active EE | $853 | $2,618-67.4% | $3,497-75.6% | $2,790-69.4% |
| Participant deferral / active EE | $6,133 | $3,831+60.1% | $4,808+27.5% | $4,249+44.3% |
| Admin fee / account holder | $4,882 | $10,050-51.4% | $19,547-75.0% | $8,951-45.5% |