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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 | $271,226 | $88,672+205.9% | $105,223+157.8% | $82,448+229.0% |
| Participation rate | 54.3% | 67.9%-13.6pp | 75.0%-20.7pp | 68.1%-13.7pp |
| Annual return | 19.05% | 30.86%-11.8pp | 180.65%-161.6pp | 41.64%-22.6pp |
| Employer contribution / active EE | $2,913 | $3,048-4.4% | $3,689-21.0% | $2,551+14.2% |
| Participant deferral / active EE | $6,083 | $4,036+50.7% | $5,072+19.9% | $4,139+47.0% |
| Admin fee / account holder | $6,044 | $7,146-15.4% | $8,859-31.8% | $7,234-16.5% |