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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 | $145,431+118.7% | $211,142+50.7% | $87,485+263.6% |
| Participation rate | 57.7% | 84.7%-27.1pp | 87.3%-29.6pp | 68.9%-11.2pp |
| Annual return | 15.61% | 27.21%-11.6pp | 46.84%-31.2pp | 26.06%-10.4pp |
| Employer contribution / active EE | $3,386 | $4,662-27.4% | $6,442-47.4% | $2,596+30.4% |
| Participant deferral / active EE | $6,604 | $6,859-3.7% | $9,284-28.9% | $4,274+54.5% |
| Admin fee / account holder | $11,601 | $17,052-32.0% | $19,076-39.2% | $7,775+49.2% |