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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 | $251,915 | $95,453+163.9% | $112,040+124.8% | $82,448+205.5% |
| Participation rate | 57.1% | 72.8%-15.6pp | 76.5%-19.3pp | 68.1%-10.9pp |
| Annual return | 12.61% | 23.92%-11.3pp | 24.52%-11.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $1,801 | $2,318-22.3% | $2,954-39.0% | $2,551-29.4% |
| Participant deferral / active EE | $6,294 | $4,224+49.0% | $5,098+23.5% | $4,139+52.0% |
| Admin fee / account holder | $19,364 | $9,013+114.8% | $12,098+60.1% | $7,234+167.7% |