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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 | $199,109+35.4% | $173,730+55.2% | $154,746+74.2% |
| Participation rate | 57.1% | 82.8%-25.7pp | 79.6%-22.4pp | 80.7%-23.6pp |
| Annual return | 14.99% | 20.02%-5.0pp | 19.96%-5.0pp | 172.34%-157.3pp |
| Employer contribution / active EE | $2,684 | $5,311-49.5% | $4,577-41.4% | $4,379-38.7% |
| Participant deferral / active EE | $7,145 | $7,113+0.5% | $6,326+12.9% | $6,730+6.2% |
| Admin fee / account holder | $26,237 | $20,916+25.4% | $17,523+49.7% | $14,365+82.6% |