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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 | $264,817 | $101,795+160.1% | $165,100+60.4% | $80,959+227.1% |
| Participation rate | 61.3% | 71.8%-10.5pp | 78.6%-17.3pp | 67.7%-6.4pp |
| Annual return | 12.87% | 16.73%-3.9pp | 70.21%-57.3pp | 35.67%-22.8pp |
| Employer contribution / active EE | $1,606 | $2,954-45.6% | $4,348-63.1% | $2,757-41.8% |
| Participant deferral / active EE | $4,956 | $4,476+10.7% | $6,035-17.9% | $4,300+15.2% |
| Admin fee / account holder | $4,935 | $8,221-40.0% | $12,696-61.1% | $6,925-28.7% |