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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 | $310,889 | $145,431+113.8% | $211,142+47.2% | $87,485+255.4% |
| Participation rate | 55.0% | 84.7%-29.7pp | 87.3%-32.3pp | 68.9%-13.9pp |
| Annual return | 14.64% | 27.21%-12.6pp | 46.84%-32.2pp | 26.06%-11.4pp |
| Employer contribution / active EE | $2,101 | $4,662-54.9% | $6,442-67.4% | $2,596-19.1% |
| Participant deferral / active EE | $4,536 | $6,859-33.9% | $9,284-51.1% | $4,274+6.1% |
| Admin fee / account holder | $4,425 | $17,052-74.0% | $19,076-76.8% | $7,775-43.1% |