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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 | $291,757 | $182,442+59.9% | $163,379+78.6% | $138,895+110.1% |
| Participation rate | 59.1% | 79.8%-20.7pp | 76.8%-17.7pp | 79.9%-20.8pp |
| Annual return | 16.82% | 72.74%-55.9pp | 63.41%-46.6pp | 145.39%-128.6pp |
| Employer contribution / active EE | $2,463 | $4,159-40.8% | $3,752-34.4% | $4,194-41.3% |
| Participant deferral / active EE | $7,237 | $6,817+6.2% | $6,282+15.2% | $6,396+13.1% |
| Admin fee / account holder | $2,371 | $10,396-77.2% | $9,818-75.8% | $12,562-81.1% |