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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 | $264,933 | $136,860+93.6% | $120,344+120.1% | $154,746+71.2% |
| Participation rate | 66.7% | 79.9%-13.2pp | 76.7%-10.0pp | 80.7%-14.0pp |
| Annual return | 17.31% | 21.38%-4.1pp | 20.30%-3.0pp | 172.34%-155.0pp |
| Employer contribution / active EE | $2,064 | $3,533-41.6% | $3,020-31.7% | $4,379-52.9% |
| Participant deferral / active EE | $3,189 | $5,793-45.0% | $5,135-37.9% | $6,730-52.6% |
| Admin fee / account holder | $37,837 | $15,393+145.8% | $12,742+197.0% | $14,365+163.4% |