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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 | $292,385 | $199,109+46.8% | $173,730+68.3% | $154,746+88.9% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.6%-12.9pp | 80.7%-14.0pp |
| Annual return | 13.40% | 20.02%-6.6pp | 19.96%-6.6pp | 172.34%-158.9pp |
| Employer contribution / active EE | $2,398 | $5,311-54.9% | $4,577-47.6% | $4,379-45.2% |
| Participant deferral / active EE | $8,332 | $7,113+17.1% | $6,326+31.7% | $6,730+23.8% |
| Admin fee / account holder | $15,665 | $20,916-25.1% | $17,523-10.6% | $14,365+9.0% |