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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 | $75,541+289.6% | $152,093+93.5% | $82,637+256.1% |
| Participation rate | 67.9% | 66.5%+1.3pp | 77.8%-9.9pp | 68.1%-0.2pp |
| Annual return | 16.46% | 32.56%-16.1pp | 66.36%-49.9pp | 53.51%-37.0pp |
| Employer contribution / active EE | $2,575 | $2,622-1.8% | $4,175-38.3% | $2,552+0.9% |
| Participant deferral / active EE | $6,666 | $3,206+108.0% | $5,451+22.3% | $4,126+61.6% |
| Admin fee / account holder | $5,763 | $6,405-10.0% | $14,497-60.2% | $7,339-21.5% |