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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 | $262,527 | $104,098+152.2% | $140,514+86.8% | $94,015+179.2% |
| Participation rate | 69.6% | 73.7%-4.1pp | 77.8%-8.2pp | 70.8%-1.3pp |
| Annual return | 14.22% | 15.14%-0.9pp | 14.36%-0.1pp | 17.84%-3.6pp |
| Employer contribution / active EE | $3,965 | $2,388+66.0% | $3,378+17.4% | $2,790+42.1% |
| Participant deferral / active EE | $7,809 | $4,033+93.6% | $4,919+58.8% | $4,249+83.8% |
| Admin fee / account holder | $7,611 | $10,439-27.1% | $13,697-44.4% | $8,951-15.0% |