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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 | $251,915 | $95,404+164.0% | $113,397+122.2% | $82,637+204.8% |
| Participation rate | 57.1% | 72.8%-15.7pp | 76.5%-19.4pp | 68.1%-10.9pp |
| Annual return | 12.61% | 19.08%-6.5pp | 23.20%-10.6pp | 53.51%-40.9pp |
| Employer contribution / active EE | $1,801 | $2,307-21.9% | $2,977-39.5% | $2,552-29.4% |
| Participant deferral / active EE | $6,294 | $4,220+49.2% | $5,076+24.0% | $4,126+52.5% |
| Admin fee / account holder | $19,364 | $9,168+111.2% | $11,957+61.9% | $7,339+163.9% |