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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 | $261,498 | $275,752-5.2% | $256,809+1.8% | $198,609+31.7% |
| Participation rate | 50.0% | 89.2%-39.2pp | 88.5%-38.5pp | 82.4%-32.4pp |
| Annual return | 17.84% | 34.81%-17.0pp | 32.73%-14.9pp | 202.70%-184.9pp |
| Employer contribution / active EE | $2,482 | $7,721-67.9% | $7,263-65.8% | $5,055-50.9% |
| Participant deferral / active EE | $4,647 | $10,037-53.7% | $9,520-51.2% | $6,977-33.4% |
| Admin fee / account holder | $1,513 | $25,716-94.1% | $25,146-94.0% | $19,030-92.0% |