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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 | $250,583 | $115,931+116.1% | $185,441+35.1% | $86,983+188.1% |
| Participation rate | 48.5% | 73.6%-25.1pp | 80.3%-31.8pp | 69.5%-21.1pp |
| Annual return | 16.15% | 21.47%-5.3pp | 20.16%-4.0pp | 25.83%-9.7pp |
| Employer contribution / active EE | $2,365 | $2,937-19.5% | $4,672-49.4% | $2,584-8.5% |
| Participant deferral / active EE | $3,831 | $4,551-15.8% | $6,152-37.7% | $4,194-8.6% |
| Admin fee / account holder | $5,587 | $10,687-47.7% | $17,890-68.8% | $7,856-28.9% |