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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 | $328,858 | $138,385+137.6% | $184,200+78.5% | $80,874+306.6% |
| Participation rate | 53.8% | 83.9%-30.1pp | 86.8%-33.1pp | 67.6%-13.9pp |
| Annual return | 15.50% | 20.02%-4.5pp | 28.80%-13.3pp | 35.62%-20.1pp |
| Employer contribution / active EE | $3,533 | $4,849-27.2% | $6,424-45.0% | $2,756+28.2% |
| Participant deferral / active EE | $8,307 | $7,073+17.5% | $9,132-9.0% | $4,297+93.3% |
| Admin fee / account holder | $1,410 | $10,483-86.5% | $13,907-89.9% | $6,935-79.7% |