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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 | $258,029 | $106,524+142.2% | $152,301+69.4% | $87,485+194.9% |
| Participation rate | 68.6% | 75.8%-7.1pp | 82.4%-13.8pp | 68.9%-0.3pp |
| Annual return | 16.72% | 26.89%-10.2pp | 80.50%-63.8pp | 26.06%-9.3pp |
| Employer contribution / active EE | $2,989 | $3,371-11.3% | $4,624-35.4% | $2,596+15.1% |
| Participant deferral / active EE | $8,216 | $6,525+25.9% | $8,004+2.6% | $4,274+92.2% |
| Admin fee / account holder | $8,015 | $8,287-3.3% | $14,398-44.3% | $7,775+3.1% |