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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 | $273,990 | $75,720+261.8% | $90,312+203.4% | $86,983+215.0% |
| Participation rate | 39.1% | 66.3%-27.1pp | 72.9%-33.8pp | 69.5%-30.4pp |
| Annual return | 11.93% | 18.55%-6.6pp | 18.90%-7.0pp | 25.83%-13.9pp |
| Employer contribution / active EE | $1,910 | $1,945-1.8% | $2,243-14.8% | $2,584-26.1% |
| Participant deferral / active EE | $3,712 | $3,001+23.7% | $3,749-1.0% | $4,194-11.5% |
| Admin fee / account holder | $4,866 | $6,201-21.5% | $8,248-41.0% | $7,856-38.1% |