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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 | $258,461 | $106,749+142.1% | $145,433+77.7% | $82,448+213.5% |
| Participation rate | 64.5% | 75.6%-11.1pp | 82.1%-17.6pp | 68.1%-3.6pp |
| Annual return | 15.89% | 27.59%-11.7pp | 66.58%-50.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $4,048 | $3,444+17.5% | $4,554-11.1% | $2,551+58.7% |
| Participant deferral / active EE | $7,677 | $6,519+17.8% | $7,897-2.8% | $4,139+85.5% |
| Admin fee / account holder | $5,840 | $8,390-30.4% | $13,129-55.5% | $7,234-19.3% |