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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 | $262,855 | $87,132+201.7% | $105,624+148.9% | $80,959+224.7% |
| Participation rate | 47.4% | 70.4%-23.0pp | 75.3%-27.8pp | 67.7%-20.2pp |
| Annual return | 14.06% | 17.03%-3.0pp | 116.20%-102.1pp | 35.67%-21.6pp |
| Employer contribution / active EE | $2,055 | $2,397-14.3% | $3,168-35.1% | $2,757-25.5% |
| Participant deferral / active EE | $4,013 | $3,985+0.7% | $5,013-19.9% | $4,300-6.7% |
| Admin fee / account holder | $7,167 | $8,449-15.2% | $10,961-34.6% | $6,925+3.5% |