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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 | $255,414 | $99,053+157.9% | $88,179+189.7% | $138,895+83.9% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.1%-12.0pp | 79.9%-22.8pp |
| Annual return | 17.04% | 78.17%-61.1pp | 64.97%-47.9pp | 145.39%-128.4pp |
| Employer contribution / active EE | $2,632 | $2,882-8.7% | $2,549+3.2% | $4,194-37.3% |
| Participant deferral / active EE | $7,494 | $5,225+43.4% | $4,614+62.4% | $6,396+17.2% |
| Admin fee / account holder | $3,142 | $8,748-64.1% | $7,673-59.1% | $12,562-75.0% |