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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 | $268,147 | $110,137+143.5% | $161,149+66.4% | $82,637+224.5% |
| Participation rate | 49.4% | 72.4%-23.0pp | 78.8%-29.5pp | 68.1%-18.7pp |
| Annual return | 14.36% | 20.69%-6.3pp | 21.16%-6.8pp | 53.51%-39.1pp |
| Employer contribution / active EE | $1,978 | $2,856-30.7% | $4,360-54.6% | $2,552-22.5% |
| Participant deferral / active EE | $4,142 | $4,575-9.5% | $6,153-32.7% | $4,126+0.4% |
| Admin fee / account holder | $6,915 | $9,467-27.0% | $15,194-54.5% | $7,339-5.8% |