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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 | $253,345 | $112,729+124.7% | $98,716+156.6% | $137,256+84.6% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 14.21% | 38.48%-24.3pp | 31.81%-17.6pp | 220.34%-206.1pp |
| Employer contribution / active EE | $2,586 | $2,725-5.1% | $2,279+13.5% | $4,156-37.8% |
| Participant deferral / active EE | $21,200 | $4,640+356.9% | $4,048+423.8% | $6,407+230.9% |
| Admin fee / account holder | $2,030 | $10,129-80.0% | $8,703-76.7% | $12,270-83.5% |