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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 | $283,622 | $107,666+163.4% | $102,184+177.6% | $154,746+83.3% |
| Participation rate | 66.7% | 83.7%-17.1pp | 82.6%-15.9pp | 80.7%-14.0pp |
| Annual return | 15.19% | 29.33%-14.1pp | 31.58%-16.4pp | 172.34%-157.1pp |
| Employer contribution / active EE | $2,244 | $3,846-41.7% | $3,594-37.6% | $4,379-48.8% |
| Participant deferral / active EE | $17,019 | $8,719+95.2% | $8,309+104.8% | $6,730+152.9% |
| Admin fee / account holder | $3,680 | $12,943-71.6% | $11,609-68.3% | $14,365-74.4% |