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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 | $105,284+150.1% | $150,734+74.7% | $94,015+180.1% |
| Participation rate | 66.7% | 71.7%-5.1pp | 78.4%-11.8pp | 70.8%-4.2pp |
| Annual return | 12.51% | 15.67%-3.2pp | 600.81%-588.3pp | 17.84%-5.3pp |
| Employer contribution / active EE | $4,262 | $3,599+18.4% | $4,918-13.3% | $2,790+52.8% |
| Participant deferral / active EE | $7,558 | $4,274+76.9% | $5,610+34.7% | $4,249+77.9% |
| Admin fee / account holder | $8,882 | $9,839-9.7% | $14,905-40.4% | $8,951-0.8% |