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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 | $109,620+134.7% | $148,496+73.2% | $94,015+173.6% |
| Participation rate | 19.0% | 71.3%-52.2pp | 76.0%-57.0pp | 70.8%-51.8pp |
| Annual return | 26.33% | 17.54%+8.8pp | 12.33%+14.0pp | 17.84%+8.5pp |
| Employer contribution / active EE | $1,259 | $2,618-51.9% | $3,497-64.0% | $2,790-54.9% |
| Participant deferral / active EE | $6,154 | $3,831+60.6% | $4,808+28.0% | $4,249+44.8% |
| Admin fee / account holder | $9,860 | $10,050-1.9% | $19,547-49.6% | $8,951+10.2% |