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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 | $288,702 | $124,425+132.0% | $112,040+157.7% | $137,256+110.3% |
| Participation rate | 62.5% | 79.3%-16.8pp | 76.5%-14.0pp | 80.0%-17.5pp |
| Annual return | 13.14% | 24.72%-11.6pp | 24.52%-11.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,880 | $3,411-44.9% | $2,954-36.4% | $4,156-54.8% |
| Participant deferral / active EE | $6,546 | $5,718+14.5% | $5,098+28.4% | $6,407+2.2% |
| Admin fee / account holder | $11,432 | $15,207-24.8% | $12,098-5.5% | $12,270-6.8% |