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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 | $250,056 | $81,487+206.9% | $102,412+144.2% | $80,935+209.0% |
| Participation rate | 59.5% | 66.8%-7.3pp | 74.5%-15.0pp | 67.7%-8.1pp |
| Annual return | 16.38% | 25.60%-9.2pp | 24.94%-8.6pp | 35.66%-19.3pp |
| Employer contribution / active EE | $3,409 | $3,103+9.9% | $3,870-11.9% | $2,757+23.7% |
| Participant deferral / active EE | $3,421 | $3,871-11.6% | $5,060-32.4% | $4,299-20.4% |
| Admin fee / account holder | $11,327 | $6,717+68.6% | $8,388+35.1% | $6,924+63.6% |