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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 | $114,712+183.9% | $173,730+87.5% | $87,485+272.3% |
| Participation rate | 68.3% | 73.0%-4.7pp | 79.6%-11.2pp | 68.9%-0.6pp |
| Annual return | 17.51% | 20.18%-2.7pp | 19.96%-2.4pp | 26.06%-8.6pp |
| Employer contribution / active EE | $1,542 | $2,904-46.9% | $4,577-66.3% | $2,596-40.6% |
| Participant deferral / active EE | $6,246 | $4,642+34.6% | $6,326-1.3% | $4,274+46.2% |
| Admin fee / account holder | $2,992 | $10,210-70.7% | $17,523-82.9% | $7,775-61.5% |