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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 | $78,013+224.9% | $178,449+42.0% | $80,911+213.3% |
| Participation rate | 60.0% | 65.7%-5.7pp | 77.1%-17.1pp | 67.6%-7.6pp |
| Annual return | 17.62% | 18.07%-0.4pp | 27.09%-9.5pp | 35.63%-18.0pp |
| Employer contribution / active EE | $1,315 | $2,287-42.5% | $3,951-66.7% | $2,756-52.3% |
| Participant deferral / active EE | $4,565 | $4,408+3.6% | $6,277-27.3% | $4,297+6.2% |
| Admin fee / account holder | $9,486 | $7,166+32.4% | $10,362-8.5% | $6,935+36.8% |