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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 | $86,922+204.6% | $102,438+158.5% | $80,874+227.4% |
| Participation rate | 42.3% | 72.4%-30.1pp | 76.5%-34.2pp | 67.6%-25.3pp |
| Annual return | 12.99% | 18.90%-5.9pp | 29.37%-16.4pp | 35.62%-22.6pp |
| Employer contribution / active EE | $2,737 | $2,369+15.5% | $3,024-9.5% | $2,756-0.7% |
| Participant deferral / active EE | $2,965 | $4,119-28.0% | $5,054-41.3% | $4,297-31.0% |
| Admin fee / account holder | $1,362 | $8,050-83.1% | $9,448-85.6% | $6,935-80.4% |