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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 | $97,648+176.4% | $121,663+121.8% | $87,485+208.5% |
| Participation rate | 63.0% | 70.5%-7.5pp | 74.5%-11.5pp | 68.9%-6.0pp |
| Annual return | 17.88% | 18.03%-0.1pp | 147.54%-129.7pp | 26.06%-8.2pp |
| Employer contribution / active EE | $853 | $2,300-62.9% | $3,020-71.8% | $2,596-67.1% |
| Participant deferral / active EE | $6,133 | $3,923+56.3% | $4,887+25.5% | $4,274+43.5% |
| Admin fee / account holder | $4,882 | $11,100-56.0% | $14,289-65.8% | $7,775-37.2% |