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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 | $253,456 | $78,015+224.9% | $178,505+42.0% | $80,959+213.1% |
| Participation rate | 60.0% | 65.7%-5.7pp | 77.1%-17.1pp | 67.7%-7.7pp |
| Annual return | 17.62% | 18.10%-0.5pp | 27.16%-9.5pp | 35.67%-18.0pp |
| Employer contribution / active EE | $1,315 | $2,281-42.4% | $3,955-66.8% | $2,757-52.3% |
| Participant deferral / active EE | $4,565 | $4,406+3.6% | $6,280-27.3% | $4,300+6.2% |
| Admin fee / account holder | $9,486 | $7,160+32.5% | $10,428-9.0% | $6,925+37.0% |