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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 | $325,661 | $86,949+274.5% | $102,460+217.8% | $80,959+302.3% |
| Participation rate | 63.4% | 72.4%-9.0pp | 76.5%-13.1pp | 67.7%-4.3pp |
| Annual return | 21.39% | 18.89%+2.5pp | 29.47%-8.1pp | 35.67%-14.3pp |
| Employer contribution / active EE | $1,371 | $2,370-42.1% | $3,025-54.7% | $2,757-50.3% |
| Participant deferral / active EE | $4,370 | $4,121+6.0% | $5,056-13.6% | $4,300+1.6% |
| Admin fee / account holder | $40,479 | $8,048+403.0% | $9,460+327.9% | $6,925+484.5% |