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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 | $297,978 | $135,956+119.2% | $123,894+140.5% | $273,972+8.8% |
| Participation rate | 40.0% | 84.1%-44.1pp | 81.4%-41.4pp | 83.0%-43.0pp |
| Annual return | 6.79% | 56.63%-49.8pp | 47.52%-40.7pp | 41.46%-34.7pp |
| Employer contribution / active EE | $2,643 | $5,170-48.9% | $4,617-42.8% | $4,869-45.7% |
| Participant deferral / active EE | $6,170 | $6,343-2.7% | $5,984+3.1% | $5,287+16.7% |
| Admin fee / account holder | $2,082 | $9,817-78.8% | $8,357-75.1% | $10,133-79.5% |