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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 | $260,096 | $72,272+259.9% | $101,264+156.8% | $79,858+225.7% |
| Participation rate | 69.8% | 68.5%+1.3pp | 75.8%-6.0pp | 69.6%+0.1pp |
| Annual return | 24.14% | 22.30%+1.8pp | 46.48%-22.3pp | 31.72%-7.6pp |
| Employer contribution / active EE | $1,200 | $2,692-55.4% | $3,660-67.2% | $2,471-51.4% |
| Participant deferral / active EE | $2,612 | $3,282-20.4% | $4,370-40.2% | $3,740-30.2% |
| Admin fee / account holder | $2,529 | $4,401-42.5% | $5,947-57.5% | $5,306-52.3% |