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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 | $95,453+175.0% | $112,040+134.3% | $82,448+218.4% |
| Participation rate | 69.6% | 72.8%-3.2pp | 76.5%-6.9pp | 68.1%+1.5pp |
| Annual return | 14.22% | 23.92%-9.7pp | 24.52%-10.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $3,965 | $2,318+71.1% | $2,954+34.2% | $2,551+55.4% |
| Participant deferral / active EE | $7,809 | $4,224+84.9% | $5,098+53.2% | $4,139+88.7% |
| Admin fee / account holder | $7,611 | $9,013-15.6% | $12,098-37.1% | $7,234+5.2% |