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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 | $278,661 | $95,762+191.0% | $379,746-26.6% | $79,856+249.0% |
| Participation rate | 61.3% | 74.0%-12.7pp | 78.4%-17.1pp | 69.6%-8.3pp |
| Annual return | 17.76% | 18.26%-0.5pp | 34.90%-17.1pp | 31.71%-13.9pp |
| Employer contribution / active EE | $2,127 | $2,695-21.1% | $3,540-39.9% | $2,471-13.9% |
| Participant deferral / active EE | $2,723 | $4,705-42.1% | $6,024-54.8% | $3,741-27.2% |
| Admin fee / account holder | $9,601 | $6,745+42.3% | $7,927+21.1% | $5,306+80.9% |