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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 | $315,540 | $106,749+195.6% | $145,433+117.0% | $82,448+282.7% |
| Participation rate | 57.7% | 75.6%-18.0pp | 82.1%-24.4pp | 68.1%-10.4pp |
| Annual return | 14.62% | 27.59%-13.0pp | 66.58%-52.0pp | 41.64%-27.0pp |
| Employer contribution / active EE | $2,859 | $3,444-17.0% | $4,554-37.2% | $2,551+12.1% |
| Participant deferral / active EE | $7,402 | $6,519+13.6% | $7,897-6.3% | $4,139+78.8% |
| Admin fee / account holder | $1,772 | $8,390-78.9% | $13,129-86.5% | $7,234-75.5% |