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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 | $289,080 | $73,787+291.8% | $98,716+192.8% | $82,448+250.6% |
| Participation rate | 64.3% | 61.4%+2.9pp | 69.3%-5.0pp | 68.1%-3.8pp |
| Annual return | 16.53% | 18.57%-2.0pp | 31.81%-15.3pp | 41.64%-25.1pp |
| Employer contribution / active EE | $2,981 | $1,511+97.3% | $2,279+30.8% | $2,551+16.9% |
| Participant deferral / active EE | $8,707 | $3,081+182.6% | $4,048+115.1% | $4,139+110.3% |
| Admin fee / account holder | $12,760 | $6,500+96.3% | $8,703+46.6% | $7,234+76.4% |