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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 | $253,939 | $95,453+166.0% | $112,040+126.7% | $82,448+208.0% |
| Participation rate | 49.0% | 72.8%-23.7pp | 76.5%-27.5pp | 68.1%-19.0pp |
| Annual return | 15.40% | 23.92%-8.5pp | 24.52%-9.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,835 | $2,318-20.8% | $2,954-37.9% | $2,551-28.1% |
| Participant deferral / active EE | $4,146 | $4,224-1.8% | $5,098-18.7% | $4,139+0.2% |
| Admin fee / account holder | $7,165 | $9,013-20.5% | $12,098-40.8% | $7,234-1.0% |