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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 | $272,832 | $124,980+118.3% | $108,359+151.8% | $154,746+76.3% |
| Participation rate | 66.7% | 75.2%-8.5pp | 70.1%-3.5pp | 80.7%-14.0pp |
| Annual return | 15.31% | 45.00%-29.7pp | 36.89%-21.6pp | 172.34%-157.0pp |
| Employer contribution / active EE | $2,372 | $2,851-16.8% | $2,399-1.1% | $4,379-45.8% |
| Participant deferral / active EE | $6,490 | $4,743+36.8% | $4,137+56.9% | $6,730-3.6% |
| Admin fee / account holder | $992 | $11,502-91.4% | $9,741-89.8% | $14,365-93.1% |