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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 | $261,282 | $115,225+126.8% | $100,712+159.4% | $138,895+88.1% |
| Participation rate | 53.8% | 74.3%-20.5pp | 69.3%-15.4pp | 79.9%-26.1pp |
| Annual return | 17.20% | 40.35%-23.2pp | 33.27%-16.1pp | 145.39%-128.2pp |
| Employer contribution / active EE | $1,358 | $2,771-51.0% | $2,313-41.3% | $4,194-67.6% |
| Participant deferral / active EE | $5,261 | $4,699+12.0% | $4,085+28.8% | $6,396-17.7% |
| Admin fee / account holder | $3,396 | $10,844-68.7% | $9,256-63.3% | $12,562-73.0% |