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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 | $106,864+141.5% | $147,318+75.2% | $82,637+212.2% |
| Participation rate | 68.6% | 75.5%-6.9pp | 82.1%-13.4pp | 68.1%+0.6pp |
| Annual return | 16.72% | 27.49%-10.8pp | 70.43%-53.7pp | 53.51%-36.8pp |
| Employer contribution / active EE | $2,989 | $3,417-12.5% | $4,593-34.9% | $2,552+17.1% |
| Participant deferral / active EE | $8,216 | $6,496+26.5% | $7,906+3.9% | $4,126+99.1% |
| Admin fee / account holder | $8,015 | $8,415-4.8% | $13,708-41.5% | $7,339+9.2% |