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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 | $250,033 | $110,137+127.0% | $161,149+55.2% | $82,637+202.6% |
| Participation rate | 48.4% | 72.4%-24.0pp | 78.8%-30.4pp | 68.1%-19.7pp |
| Annual return | 16.39% | 20.69%-4.3pp | 21.16%-4.8pp | 53.51%-37.1pp |
| Employer contribution / active EE | $2,054 | $2,856-28.1% | $4,360-52.9% | $2,552-19.5% |
| Participant deferral / active EE | $7,630 | $4,575+66.8% | $6,153+24.0% | $4,126+84.9% |
| Admin fee / account holder | $7,768 | $9,467-17.9% | $15,194-48.9% | $7,339+5.9% |