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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 | $97,550+163.6% | $120,344+113.7% | $87,485+193.9% |
| Participation rate | 67.1% | 72.8%-5.7pp | 76.7%-9.6pp | 68.9%-1.8pp |
| Annual return | 16.25% | 18.41%-2.2pp | 20.30%-4.1pp | 26.06%-9.8pp |
| Employer contribution / active EE | $2,725 | $2,291+19.0% | $3,020-9.8% | $2,596+5.0% |
| Participant deferral / active EE | $4,858 | $4,230+14.9% | $5,135-5.4% | $4,274+13.7% |
| Admin fee / account holder | $19,854 | $9,543+108.1% | $12,742+55.8% | $7,775+155.4% |