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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 | $271,418 | $81,487+233.1% | $102,412+165.0% | $80,935+235.4% |
| Participation rate | 44.8% | 66.8%-22.0pp | 74.5%-29.7pp | 67.7%-22.8pp |
| Annual return | 14.97% | 25.60%-10.6pp | 24.94%-10.0pp | 35.66%-20.7pp |
| Employer contribution / active EE | $1,878 | $3,103-39.5% | $3,870-51.5% | $2,757-31.9% |
| Participant deferral / active EE | $4,609 | $3,871+19.1% | $5,060-8.9% | $4,299+7.2% |
| Admin fee / account holder | $4,892 | $6,717-27.2% | $8,388-41.7% | $6,924-29.3% |