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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 | $301,650 | $75,541+299.3% | $152,093+98.3% | $82,637+265.0% |
| Participation rate | 53.1% | 66.5%-13.4pp | 77.8%-24.6pp | 68.1%-14.9pp |
| Annual return | 17.26% | 32.56%-15.3pp | 66.36%-49.1pp | 53.51%-36.2pp |
| Employer contribution / active EE | $2,462 | $2,622-6.1% | $4,175-41.0% | $2,552-3.5% |
| Participant deferral / active EE | $4,634 | $3,206+44.6% | $5,451-15.0% | $4,126+12.3% |
| Admin fee / account holder | $825 | $6,405-87.1% | $14,497-94.3% | $7,339-88.8% |