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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 | $257,154 | $95,453+169.4% | $112,040+129.5% | $82,448+211.9% |
| Participation rate | 67.1% | 72.8%-5.7pp | 76.5%-9.4pp | 68.1%-1.0pp |
| Annual return | 16.25% | 23.92%-7.7pp | 24.52%-8.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $2,725 | $2,318+17.6% | $2,954-7.7% | $2,551+6.8% |
| Participant deferral / active EE | $4,858 | $4,224+15.0% | $5,098-4.7% | $4,139+17.4% |
| Admin fee / account holder | $19,854 | $9,013+120.3% | $12,098+64.1% | $7,234+174.4% |