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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 | $369,822 | $97,550+279.1% | $120,344+207.3% | $87,485+322.7% |
| Participation rate | 68.6% | 72.8%-4.3pp | 76.7%-8.1pp | 68.9%-0.4pp |
| Annual return | 17.02% | 18.41%-1.4pp | 20.30%-3.3pp | 26.06%-9.0pp |
| Employer contribution / active EE | $2,124 | $2,291-7.3% | $3,020-29.7% | $2,596-18.2% |
| Participant deferral / active EE | $7,199 | $4,230+70.2% | $5,135+40.2% | $4,274+68.4% |
| Admin fee / account holder | $7,526 | $9,543-21.1% | $12,742-40.9% | $7,775-3.2% |