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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 | $298,792 | $123,793+141.4% | $177,848+68.0% | $79,856+274.2% |
| Participation rate | 48.5% | 84.7%-36.2pp | 87.7%-39.2pp | 69.6%-21.2pp |
| Annual return | 15.98% | 22.82%-6.8pp | 48.33%-32.3pp | 31.71%-15.7pp |
| Employer contribution / active EE | $2,877 | $4,095-29.8% | $5,919-51.4% | $2,471+16.4% |
| Participant deferral / active EE | $6,033 | $5,956+1.3% | $7,714-21.8% | $3,741+61.3% |
| Admin fee / account holder | $5,868 | $7,243-19.0% | $12,431-52.8% | $5,306+10.6% |