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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 | $257,242 | $94,031+173.6% | $115,768+122.2% | $82,448+212.0% |
| Participation rate | 19.0% | 70.4%-51.4pp | 74.4%-55.3pp | 68.1%-49.0pp |
| Annual return | 26.33% | 20.61%+5.7pp | 100.46%-74.1pp | 41.64%-15.3pp |
| Employer contribution / active EE | $1,259 | $2,323-45.8% | $2,940-57.2% | $2,551-50.6% |
| Participant deferral / active EE | $6,154 | $3,972+54.9% | $4,917+25.2% | $4,139+48.7% |
| Admin fee / account holder | $9,860 | $10,249-3.8% | $12,439-20.7% | $7,234+36.3% |