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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 | $104,098+255.3% | $140,514+163.2% | $94,015+293.4% |
| Participation rate | 68.6% | 73.7%-5.1pp | 77.8%-9.2pp | 70.8%-2.2pp |
| Annual return | 17.02% | 15.14%+1.9pp | 14.36%+2.7pp | 17.84%-0.8pp |
| Employer contribution / active EE | $2,124 | $2,388-11.1% | $3,378-37.1% | $2,790-23.9% |
| Participant deferral / active EE | $7,199 | $4,033+78.5% | $4,919+46.4% | $4,249+69.4% |
| Admin fee / account holder | $7,526 | $10,439-27.9% | $13,697-45.1% | $8,951-15.9% |