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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 | $97,550+169.1% | $120,344+118.1% | $87,485+200.1% |
| Participation rate | 69.6% | 72.8%-3.3pp | 76.7%-7.1pp | 68.9%+0.6pp |
| Annual return | 14.22% | 18.41%-4.2pp | 20.30%-6.1pp | 26.06%-11.8pp |
| Employer contribution / active EE | $3,965 | $2,291+73.1% | $3,020+31.3% | $2,596+52.7% |
| Participant deferral / active EE | $7,809 | $4,230+84.6% | $5,135+52.1% | $4,274+82.7% |
| Admin fee / account holder | $7,611 | $9,543-20.2% | $12,742-40.3% | $7,775-2.1% |