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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 | $263,291 | $101,795+158.6% | $165,100+59.5% | $80,959+225.2% |
| Participation rate | 60.0% | 71.8%-11.8pp | 78.6%-18.6pp | 67.7%-7.7pp |
| Annual return | 19.75% | 16.73%+3.0pp | 70.21%-50.5pp | 35.67%-15.9pp |
| Employer contribution / active EE | $3,040 | $2,954+2.9% | $4,348-30.1% | $2,757+10.3% |
| Participant deferral / active EE | $6,749 | $4,476+50.8% | $6,035+11.8% | $4,300+56.9% |
| Admin fee / account holder | $2,356 | $8,221-71.3% | $12,696-81.4% | $6,925-66.0% |