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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 | $317,904 | $77,962+307.8% | $178,540+78.1% | $80,935+292.8% |
| Participation rate | 63.3% | 65.7%-2.3pp | 77.1%-13.8pp | 67.7%-4.3pp |
| Annual return | 14.20% | 18.10%-3.9pp | 27.15%-12.9pp | 35.66%-21.5pp |
| Employer contribution / active EE | $3,633 | $2,280+59.3% | $3,953-8.1% | $2,757+31.8% |
| Participant deferral / active EE | $9,079 | $4,404+106.1% | $6,281+44.6% | $4,299+111.2% |
| Admin fee / account holder | $4,943 | $7,156-30.9% | $10,424-52.6% | $6,924-28.6% |