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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 | $262,484 | $81,476+222.2% | $102,383+156.4% | $80,925+224.4% |
| Participation rate | 52.9% | 66.8%-13.9pp | 74.5%-21.6pp | 67.7%-14.7pp |
| Annual return | 20.47% | 25.59%-5.1pp | 24.94%-4.5pp | 35.65%-15.2pp |
| Employer contribution / active EE | $4,097 | $3,105+32.0% | $3,870+5.9% | $2,756+48.7% |
| Participant deferral / active EE | $7,116 | $3,871+83.8% | $5,060+40.6% | $4,299+65.5% |
| Admin fee / account holder | $2,467 | $6,717-63.3% | $8,391-70.6% | $6,940-64.4% |