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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 | $100,194+162.0% | $122,979+113.5% | $86,983+201.8% |
| Participation rate | 69.6% | 73.0%-3.4pp | 77.2%-7.6pp | 69.5%0pp |
| Annual return | 14.22% | 16.47%-2.3pp | 20.12%-5.9pp | 25.83%-11.6pp |
| Employer contribution / active EE | $3,965 | $2,326+70.5% | $3,062+29.5% | $2,584+53.4% |
| Participant deferral / active EE | $7,809 | $4,133+88.9% | $5,003+56.1% | $4,194+86.2% |
| Admin fee / account holder | $7,611 | $10,148-25.0% | $12,864-40.8% | $7,856-3.1% |