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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 | $263,137 | $93,617+181.1% | $135,982+93.5% | $75,177+250.0% |
| Participation rate | 56.3% | 75.2%-19.0pp | 81.9%-25.7pp | 67.2%-11.0pp |
| Annual return | 17.51% | 30.89%-13.4pp | 68.32%-50.8pp | 160.75%-143.2pp |
| Employer contribution / active EE | $2,125 | $3,538-39.9% | $4,859-56.3% | $2,671-20.4% |
| Participant deferral / active EE | $6,351 | $6,406-0.9% | $7,760-18.2% | $4,126+53.9% |
| Admin fee / account holder | $4,094 | $6,980-41.3% | $10,767-62.0% | $5,651-27.6% |