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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 | $265,753 | $108,825+144.2% | $156,181+70.2% | $82,448+222.3% |
| Participation rate | 63.2% | 72.4%-9.1pp | 78.8%-15.6pp | 68.1%-4.8pp |
| Annual return | 16.36% | 20.59%-4.2pp | 64.87%-48.5pp | 41.64%-25.3pp |
| Employer contribution / active EE | $3,170 | $2,870+10.5% | $4,294-26.2% | $2,551+24.3% |
| Participant deferral / active EE | $6,144 | $4,577+34.2% | $6,132+0.2% | $4,139+48.4% |
| Admin fee / account holder | $18,246 | $9,341+95.3% | $14,586+25.1% | $7,234+152.2% |