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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 | $253,659 | $95,453+165.7% | $112,040+126.4% | $82,448+207.7% |
| Participation rate | 54.5% | 72.8%-18.2pp | 76.5%-21.9pp | 68.1%-13.5pp |
| Annual return | 31.58% | 23.92%+7.7pp | 24.52%+7.1pp | 41.64%-10.1pp |
| Employer contribution / active EE | $2,880 | $2,318+24.3% | $2,954-2.5% | $2,551+12.9% |
| Participant deferral / active EE | $6,980 | $4,224+65.3% | $5,098+36.9% | $4,139+68.6% |
| Admin fee / account holder | $90,280 | $9,013+901.6% | $12,098+646.2% | $7,234+1147.9% |