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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 | $427,725 | $73,787+479.7% | $98,716+333.3% | $82,448+418.8% |
| Participation rate | 66.7% | 61.4%+5.3pp | 69.3%-2.6pp | 68.1%-1.4pp |
| Annual return | 13.44% | 18.57%-5.1pp | 31.81%-18.4pp | 41.64%-28.2pp |
| Employer contribution / active EE | $1,812 | $1,511+19.9% | $2,279-20.5% | $2,551-29.0% |
| Participant deferral / active EE | $3,115 | $3,081+1.1% | $4,048-23.0% | $4,139-24.8% |
| Admin fee / account holder | $658 | $6,500-89.9% | $8,703-92.4% | $7,234-90.9% |