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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 | $138,393+137.6% | $184,256+78.5% | $80,959+306.2% |
| Participation rate | 53.8% | 83.9%-30.1pp | 86.8%-33.1pp | 67.7%-13.9pp |
| Annual return | 15.50% | 20.01%-4.5pp | 28.85%-13.3pp | 35.67%-20.2pp |
| Employer contribution / active EE | $3,533 | $4,847-27.1% | $6,427-45.0% | $2,757+28.1% |
| Participant deferral / active EE | $8,307 | $7,076+17.4% | $9,133-9.0% | $4,300+93.2% |
| Admin fee / account holder | $1,410 | $10,489-86.6% | $13,899-89.9% | $6,925-79.6% |