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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 | $264,797 | $86,949+204.5% | $102,460+158.4% | $80,959+227.1% |
| Participation rate | 42.3% | 72.4%-30.1pp | 76.5%-34.2pp | 67.7%-25.4pp |
| Annual return | 12.99% | 18.89%-5.9pp | 29.47%-16.5pp | 35.67%-22.7pp |
| Employer contribution / active EE | $2,737 | $2,370+15.5% | $3,025-9.5% | $2,757-0.7% |
| Participant deferral / active EE | $2,965 | $4,121-28.1% | $5,056-41.4% | $4,300-31.1% |
| Admin fee / account holder | $1,362 | $8,048-83.1% | $9,460-85.6% | $6,925-80.3% |