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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 | $270,176 | $97,289+177.7% | $92,805+191.1% | $155,188+74.1% |
| Participation rate | 47.4% | 84.2%-36.8pp | 83.5%-36.1pp | 80.8%-33.4pp |
| Annual return | 12.31% | 29.03%-16.7pp | 31.59%-19.3pp | 148.84%-136.5pp |
| Employer contribution / active EE | $2,635 | $3,632-27.5% | $3,424-23.1% | $4,248-38.0% |
| Participant deferral / active EE | $6,567 | $8,795-25.3% | $8,448-22.3% | $6,531+0.6% |
| Admin fee / account holder | $1,034 | $12,015-91.4% | $10,911-90.5% | $14,480-92.9% |