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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 | $143,969+121.0% | $199,883+59.1% | $82,637+284.9% |
| Participation rate | 57.7% | 84.1%-26.4pp | 86.8%-29.1pp | 68.1%-10.4pp |
| Annual return | 15.61% | 25.67%-10.1pp | 43.81%-28.2pp | 53.51%-37.9pp |
| Employer contribution / active EE | $3,386 | $4,632-26.9% | $6,261-45.9% | $2,552+32.7% |
| Participant deferral / active EE | $6,604 | $6,937-4.8% | $9,138-27.7% | $4,126+60.1% |
| Admin fee / account holder | $11,601 | $14,597-20.5% | $17,268-32.8% | $7,339+58.1% |