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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 | $254,289 | $88,996+185.7% | $78,004+226.0% | $138,895+83.1% |
| Participation rate | 44.4% | 74.4%-29.9pp | 69.4%-25.0pp | 79.9%-35.5pp |
| Annual return | 14.99% | 28.03%-13.0pp | 31.07%-16.1pp | 145.39%-130.4pp |
| Employer contribution / active EE | $1,701 | $2,917-41.7% | $2,469-31.1% | $4,194-59.4% |
| Participant deferral / active EE | $7,953 | $4,724+68.3% | $4,092+94.4% | $6,396+24.3% |
| Admin fee / account holder | $14,778 | $8,807+67.8% | $7,578+95.0% | $12,562+17.6% |