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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 | $260,536 | $86,949+199.6% | $102,460+154.3% | $80,959+221.8% |
| Participation rate | 69.4% | 72.4%-2.9pp | 76.5%-7.1pp | 67.7%+1.8pp |
| Annual return | 11.70% | 18.89%-7.2pp | 29.47%-17.8pp | 35.67%-24.0pp |
| Employer contribution / active EE | $2,045 | $2,370-13.7% | $3,025-32.4% | $2,757-25.8% |
| Participant deferral / active EE | $7,799 | $4,121+89.2% | $5,056+54.2% | $4,300+81.4% |
| Admin fee / account holder | $20,698 | $8,048+157.2% | $9,460+118.8% | $6,925+198.9% |