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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 | $276,135 | $115,931+138.2% | $185,441+48.9% | $86,983+217.5% |
| Participation rate | 69.0% | 73.6%-4.6pp | 80.3%-11.2pp | 69.5%-0.5pp |
| Annual return | 16.67% | 21.47%-4.8pp | 20.16%-3.5pp | 25.83%-9.2pp |
| Employer contribution / active EE | $3,328 | $2,937+13.3% | $4,672-28.8% | $2,584+28.8% |
| Participant deferral / active EE | $5,673 | $4,551+24.7% | $6,152-7.8% | $4,194+35.3% |
| Admin fee / account holder | $38,449 | $10,687+259.8% | $17,890+114.9% | $7,856+389.4% |