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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 | $268,856 | $78,027+244.6% | $178,528+50.6% | $80,925+232.2% |
| Participation rate | 56.0% | 65.7%-9.6pp | 77.1%-21.1pp | 67.7%-11.6pp |
| Annual return | 17.83% | 18.09%-0.3pp | 27.11%-9.3pp | 35.65%-17.8pp |
| Employer contribution / active EE | $1,134 | $2,281-50.3% | $3,950-71.3% | $2,756-58.8% |
| Participant deferral / active EE | $6,670 | $4,408+51.3% | $6,278+6.2% | $4,299+55.2% |
| Admin fee / account holder | $10,357 | $7,168+44.5% | $10,419-0.6% | $6,940+49.2% |