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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 | $251,089 | $254,759-1.4% | $216,567+15.9% | $198,609+26.4% |
| Participation rate | 55.6% | 84.5%-29.0pp | 81.6%-26.1pp | 82.4%-26.8pp |
| Annual return | 14.82% | 10.04%+4.8pp | 12.94%+1.9pp | 202.70%-187.9pp |
| Employer contribution / active EE | $3,756 | $6,096-38.4% | $5,216-28.0% | $5,055-25.7% |
| Participant deferral / active EE | $6,209 | $6,948-10.6% | $6,191+0.3% | $6,977-11.0% |
| Admin fee / account holder | $7,519 | $26,311-71.4% | $21,981-65.8% | $19,030-60.5% |