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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 | $267,109 | $184,014+45.2% | $161,149+65.8% | $138,895+92.3% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.8%-18.8pp | 79.9%-19.9pp |
| Annual return | 14.34% | 21.52%-7.2pp | 21.16%-6.8pp | 145.39%-131.1pp |
| Employer contribution / active EE | $3,085 | $5,055-39.0% | $4,360-29.3% | $4,194-26.5% |
| Participant deferral / active EE | $8,711 | $6,909+26.1% | $6,153+41.6% | $6,396+36.2% |
| Admin fee / account holder | $7,393 | $18,027-59.0% | $15,194-51.3% | $12,562-41.1% |