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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 | $126,661+103.8% | $113,397+127.6% | $138,895+85.9% |
| Participation rate | 40.0% | 79.4%-39.4pp | 76.5%-36.5pp | 79.9%-39.9pp |
| Annual return | 17.45% | 25.05%-7.6pp | 23.20%-5.7pp | 145.39%-127.9pp |
| Employer contribution / active EE | $2,062 | $3,456-40.3% | $2,977-30.7% | $4,194-50.8% |
| Participant deferral / active EE | $8,015 | $5,693+40.8% | $5,076+57.9% | $6,396+25.3% |
| Admin fee / account holder | $3,400 | $14,549-76.6% | $11,957-71.6% | $12,562-72.9% |