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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 | $267,350 | $184,014+45.3% | $161,149+65.9% | $138,895+92.5% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.8%-18.8pp | 79.9%-19.9pp |
| Annual return | 18.50% | 21.52%-3.0pp | 21.16%-2.7pp | 145.39%-126.9pp |
| Employer contribution / active EE | $4,052 | $5,055-19.8% | $4,360-7.1% | $4,194-3.4% |
| Participant deferral / active EE | $12,074 | $6,909+74.8% | $6,153+96.2% | $6,396+88.8% |
| Admin fee / account holder | $3,030 | $18,027-83.2% | $15,194-80.1% | $12,562-75.9% |