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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 | $256,538 | $81,487+214.8% | $102,412+150.5% | $80,935+217.0% |
| Participation rate | 35.3% | 66.8%-31.5pp | 74.5%-39.2pp | 67.7%-32.4pp |
| Annual return | 17.16% | 25.60%-8.4pp | 24.94%-7.8pp | 35.66%-18.5pp |
| Employer contribution / active EE | $5,506 | $3,103+77.4% | $3,870+42.3% | $2,757+99.7% |
| Participant deferral / active EE | $3,246 | $3,871-16.1% | $5,060-35.8% | $4,299-24.5% |
| Admin fee / account holder | $533 | $6,717-92.1% | $8,388-93.6% | $6,924-92.3% |