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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 | $310,717 | $101,778+205.3% | $164,975+88.3% | $80,925+284.0% |
| Participation rate | 66.7% | 71.8%-5.2pp | 78.6%-11.9pp | 67.7%-1.0pp |
| Annual return | 18.03% | 16.73%+1.3pp | 70.12%-52.1pp | 35.65%-17.6pp |
| Employer contribution / active EE | $1,471 | $2,954-50.2% | $4,343-66.1% | $2,756-46.6% |
| Participant deferral / active EE | $7,167 | $4,477+60.1% | $6,033+18.8% | $4,299+66.7% |
| Admin fee / account holder | $1,573 | $8,221-80.9% | $12,688-87.6% | $6,940-77.3% |