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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 | $269,612 | $254,759+5.8% | $216,567+24.5% | $198,609+35.8% |
| Participation rate | 57.1% | 84.5%-27.4pp | 81.6%-24.5pp | 82.4%-25.2pp |
| Annual return | 14.99% | 10.04%+4.9pp | 12.94%+2.0pp | 202.70%-187.7pp |
| Employer contribution / active EE | $2,684 | $6,096-56.0% | $5,216-48.5% | $5,055-46.9% |
| Participant deferral / active EE | $7,145 | $6,948+2.8% | $6,191+15.4% | $6,977+2.4% |
| Admin fee / account holder | $26,237 | $26,311-0.3% | $21,981+19.4% | $19,030+37.9% |