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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 | $268,249 | $143,969+86.3% | $199,883+34.2% | $82,637+224.6% |
| Participation rate | 54.7% | 84.1%-29.4pp | 86.8%-32.0pp | 68.1%-13.3pp |
| Annual return | 15.25% | 25.67%-10.4pp | 43.81%-28.6pp | 53.51%-38.3pp |
| Employer contribution / active EE | $3,642 | $4,632-21.4% | $6,261-41.8% | $2,552+42.7% |
| Participant deferral / active EE | $8,557 | $6,937+23.3% | $9,138-6.4% | $4,126+107.4% |
| Admin fee / account holder | $4,405 | $14,597-69.8% | $17,268-74.5% | $7,339-40.0% |