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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 | $294,281 | $76,407+285.1% | $150,298+95.8% | $82,448+256.9% |
| Participation rate | 67.9% | 66.4%+1.5pp | 77.8%-9.9pp | 68.1%-0.2pp |
| Annual return | 16.46% | 39.99%-23.5pp | 62.79%-46.3pp | 41.64%-25.2pp |
| Employer contribution / active EE | $2,575 | $2,614-1.5% | $4,154-38.0% | $2,551+1.0% |
| Participant deferral / active EE | $6,666 | $3,214+107.4% | $5,453+22.3% | $4,139+61.0% |
| Admin fee / account holder | $5,763 | $6,352-9.3% | $14,116-59.2% | $7,234-20.3% |