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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 | $124,980+102.7% | $108,359+133.8% | $154,746+63.7% |
| Participation rate | 66.7% | 75.2%-8.5pp | 70.1%-3.5pp | 80.7%-14.0pp |
| Annual return | 14.21% | 45.00%-30.8pp | 36.89%-22.7pp | 172.34%-158.1pp |
| Employer contribution / active EE | $2,586 | $2,851-9.3% | $2,399+7.8% | $4,379-41.0% |
| Participant deferral / active EE | $21,200 | $4,743+347.0% | $4,137+412.5% | $6,730+215.0% |
| Admin fee / account holder | $2,030 | $11,502-82.4% | $9,741-79.2% | $14,365-85.9% |