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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 | $95,453+287.4% | $112,040+230.1% | $82,448+348.6% |
| Participation rate | 68.6% | 72.8%-4.2pp | 76.5%-7.9pp | 68.1%+0.5pp |
| Annual return | 17.02% | 23.92%-6.9pp | 24.52%-7.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $2,124 | $2,318-8.4% | $2,954-28.1% | $2,551-16.7% |
| Participant deferral / active EE | $7,199 | $4,224+70.4% | $5,098+41.2% | $4,139+73.9% |
| Admin fee / account holder | $7,526 | $9,013-16.5% | $12,098-37.8% | $7,234+4.0% |