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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 | $318,105 | $146,267+117.5% | $197,124+61.4% | $82,448+285.8% |
| Participation rate | 57.7% | 84.0%-26.3pp | 86.7%-29.0pp | 68.1%-10.4pp |
| Annual return | 15.61% | 29.61%-14.0pp | 44.34%-28.7pp | 41.64%-26.0pp |
| Employer contribution / active EE | $3,386 | $4,723-28.3% | $6,227-45.6% | $2,551+32.8% |
| Participant deferral / active EE | $6,604 | $7,035-6.1% | $9,135-27.7% | $4,139+59.5% |
| Admin fee / account holder | $11,601 | $14,422-19.6% | $16,298-28.8% | $7,234+60.4% |