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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 | $268,593 | $146,267+83.6% | $197,124+36.3% | $82,448+225.8% |
| Participation rate | 63.3% | 84.0%-20.7pp | 86.7%-23.4pp | 68.1%-4.7pp |
| Annual return | 21.21% | 29.61%-8.4pp | 44.34%-23.1pp | 41.64%-20.4pp |
| Employer contribution / active EE | $2,875 | $4,723-39.1% | $6,227-53.8% | $2,551+12.7% |
| Participant deferral / active EE | $6,629 | $7,035-5.8% | $9,135-27.4% | $4,139+60.1% |
| Admin fee / account holder | $12,622 | $14,422-12.5% | $16,298-22.6% | $7,234+74.5% |