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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 | $255,558 | $51,202+399.1% | $70,548+262.2% | $75,181+239.9% |
| Participation rate | 60.6% | 61.0%-0.3pp | 68.3%-7.7pp | 67.2%-6.6pp |
| Annual return | 16.15% | 30.05%-13.9pp | 32.78%-16.6pp | 160.69%-144.5pp |
| Employer contribution / active EE | $3,058 | $1,827+67.4% | $2,975+2.8% | $2,671+14.5% |
| Participant deferral / active EE | $6,853 | $2,850+140.5% | $4,567+50.0% | $4,126+66.1% |
| Admin fee / account holder | $5,608 | $4,094+37.0% | $6,424-12.7% | $5,650-0.7% |