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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 | $258,139 | $136,860+88.6% | $120,344+114.5% | $154,746+66.8% |
| Participation rate | 40.0% | 79.9%-39.9pp | 76.7%-36.7pp | 80.7%-40.7pp |
| Annual return | 17.45% | 21.38%-3.9pp | 20.30%-2.9pp | 172.34%-154.9pp |
| Employer contribution / active EE | $2,062 | $3,533-41.6% | $3,020-31.7% | $4,379-52.9% |
| Participant deferral / active EE | $8,015 | $5,793+38.4% | $5,135+56.1% | $6,730+19.1% |
| Admin fee / account holder | $3,400 | $15,393-77.9% | $12,742-73.3% | $14,365-76.3% |