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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 | $325,692 | $108,825+199.3% | $156,181+108.5% | $82,448+295.0% |
| Participation rate | 68.3% | 72.4%-4.0pp | 78.8%-10.5pp | 68.1%+0.3pp |
| Annual return | 17.51% | 20.59%-3.1pp | 64.87%-47.4pp | 41.64%-24.1pp |
| Employer contribution / active EE | $1,542 | $2,870-46.3% | $4,294-64.1% | $2,551-39.5% |
| Participant deferral / active EE | $6,246 | $4,577+36.5% | $6,132+1.9% | $4,139+50.9% |
| Admin fee / account holder | $2,992 | $9,341-68.0% | $14,586-79.5% | $7,234-58.6% |