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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 | $263,353 | $93,345+182.1% | $119,126+121.1% | $87,485+201.0% |
| Participation rate | 66.7% | 68.7%-2.1pp | 75.8%-9.1pp | 68.9%-2.3pp |
| Annual return | 12.51% | 19.08%-6.6pp | 282.11%-269.6pp | 26.06%-13.6pp |
| Employer contribution / active EE | $4,262 | $3,172+34.4% | $4,034+5.7% | $2,596+64.2% |
| Participant deferral / active EE | $7,558 | $4,099+84.4% | $5,318+42.1% | $4,274+76.9% |
| Admin fee / account holder | $8,882 | $8,039+10.5% | $10,693-16.9% | $7,775+14.2% |