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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 | $326,687 | $81,504+300.8% | $102,437+218.9% | $80,959+303.5% |
| Participation rate | 31.4% | 66.9%-35.4pp | 74.5%-43.1pp | 67.7%-36.2pp |
| Annual return | 20.59% | 25.60%-5.0pp | 24.95%-4.4pp | 35.67%-15.1pp |
| Employer contribution / active EE | $2,162 | $3,104-30.3% | $3,871-44.1% | $2,757-21.6% |
| Participant deferral / active EE | $4,868 | $3,871+25.8% | $5,060-3.8% | $4,300+13.2% |
| Admin fee / account holder | $10,679 | $6,719+58.9% | $8,388+27.3% | $6,925+54.2% |