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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 | $124,425+107.5% | $112,040+130.4% | $137,256+88.1% |
| Participation rate | 40.0% | 79.3%-39.3pp | 76.5%-36.5pp | 80.0%-40.0pp |
| Annual return | 17.45% | 24.72%-7.3pp | 24.52%-7.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $2,062 | $3,411-39.5% | $2,954-30.2% | $4,156-50.4% |
| Participant deferral / active EE | $8,015 | $5,718+40.2% | $5,098+57.2% | $6,407+25.1% |
| Admin fee / account holder | $3,400 | $15,207-77.6% | $12,098-71.9% | $12,270-72.3% |