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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 | $253,757 | $73,978+243.0% | $96,515+162.9% | $75,173+237.6% |
| Participation rate | 60.5% | 66.4%-6.0pp | 74.3%-13.9pp | 67.2%-6.7pp |
| Annual return | 19.79% | 26.72%-6.9pp | 35.73%-15.9pp | 160.72%-140.9pp |
| Employer contribution / active EE | $3,172 | $2,931+8.2% | $3,740-15.2% | $2,671+18.7% |
| Participant deferral / active EE | $4,804 | $3,660+31.3% | $4,880-1.5% | $4,126+16.4% |
| Admin fee / account holder | $5,189 | $5,219-0.6% | $6,735-23.0% | $5,651-8.2% |