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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 | $335,565 | $95,404+251.7% | $113,397+195.9% | $82,637+306.1% |
| Participation rate | 66.7% | 72.8%-6.2pp | 76.5%-9.8pp | 68.1%-1.4pp |
| Annual return | 15.32% | 19.08%-3.8pp | 23.20%-7.9pp | 53.51%-38.2pp |
| Employer contribution / active EE | $2,728 | $2,307+18.3% | $2,977-8.4% | $2,552+6.9% |
| Participant deferral / active EE | $4,639 | $4,220+9.9% | $5,076-8.6% | $4,126+12.4% |
| Admin fee / account holder | $26,395 | $9,168+187.9% | $11,957+120.8% | $7,339+259.7% |