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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 | $327,682 | $87,132+276.1% | $105,624+210.2% | $80,959+304.8% |
| Participation rate | 48.0% | 70.4%-22.4pp | 75.3%-27.3pp | 67.7%-19.7pp |
| Annual return | 20.09% | 17.03%+3.1pp | 116.20%-96.1pp | 35.67%-15.6pp |
| Employer contribution / active EE | $2,574 | $2,397+7.4% | $3,168-18.8% | $2,757-6.7% |
| Participant deferral / active EE | $5,457 | $3,985+36.9% | $5,013+8.9% | $4,300+26.9% |
| Admin fee / account holder | $17,298 | $8,449+104.7% | $10,961+57.8% | $6,925+149.8% |