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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 | $114,712+140.7% | $173,730+58.9% | $87,485+215.6% |
| Participation rate | 69.0% | 73.0%-3.9pp | 79.6%-10.5pp | 68.9%+0.1pp |
| Annual return | 16.67% | 20.18%-3.5pp | 19.96%-3.3pp | 26.06%-9.4pp |
| Employer contribution / active EE | $3,328 | $2,904+14.6% | $4,577-27.3% | $2,596+28.2% |
| Participant deferral / active EE | $5,673 | $4,642+22.2% | $6,326-10.3% | $4,274+32.8% |
| Admin fee / account holder | $38,449 | $10,210+276.6% | $17,523+119.4% | $7,775+394.5% |