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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 | $254,334 | $77,962+226.2% | $178,540+42.5% | $80,935+214.2% |
| Participation rate | 54.5% | 65.7%-11.1pp | 77.1%-22.6pp | 67.7%-13.1pp |
| Annual return | 16.32% | 18.10%-1.8pp | 27.15%-10.8pp | 35.66%-19.3pp |
| Employer contribution / active EE | $2,438 | $2,280+6.9% | $3,953-38.3% | $2,757-11.6% |
| Participant deferral / active EE | $4,318 | $4,404-2.0% | $6,281-31.2% | $4,299+0.4% |
| Admin fee / account holder | $17,233 | $7,156+140.8% | $10,424+65.3% | $6,924+148.9% |