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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 | $256,411 | $81,487+214.7% | $102,412+150.4% | $80,935+216.8% |
| Participation rate | 63.4% | 66.8%-3.4pp | 74.5%-11.1pp | 67.7%-4.2pp |
| Annual return | 17.51% | 25.60%-8.1pp | 24.94%-7.4pp | 35.66%-18.2pp |
| Employer contribution / active EE | $2,165 | $3,103-30.2% | $3,870-44.1% | $2,757-21.5% |
| Participant deferral / active EE | $5,444 | $3,871+40.7% | $5,060+7.6% | $4,299+26.6% |
| Admin fee / account holder | $53,423 | $6,717+695.3% | $8,388+536.9% | $6,924+671.5% |