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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 | $269,297 | $106,749+152.3% | $145,433+85.2% | $82,448+226.6% |
| Participation rate | 69.2% | 75.6%-6.4pp | 82.1%-12.9pp | 68.1%+1.2pp |
| Annual return | 14.25% | 27.59%-13.3pp | 66.58%-52.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $2,506 | $3,444-27.3% | $4,554-45.0% | $2,551-1.8% |
| Participant deferral / active EE | $6,798 | $6,519+4.3% | $7,897-13.9% | $4,139+64.2% |
| Admin fee / account holder | $11,203 | $8,390+33.5% | $13,129-14.7% | $7,234+54.9% |