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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 | $331,426 | $101,795+225.6% | $165,100+100.7% | $80,959+309.4% |
| Participation rate | 62.2% | 71.8%-9.6pp | 78.6%-16.4pp | 67.7%-5.4pp |
| Annual return | 20.90% | 16.73%+4.2pp | 70.21%-49.3pp | 35.67%-14.8pp |
| Employer contribution / active EE | $2,137 | $2,954-27.6% | $4,348-50.8% | $2,757-22.5% |
| Participant deferral / active EE | $4,615 | $4,476+3.1% | $6,035-23.5% | $4,300+7.3% |
| Admin fee / account holder | $4,574 | $8,221-44.4% | $12,696-64.0% | $6,925-34.0% |