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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 | $274,884 | $76,551+259.1% | $123,894+121.9% | $62,881+337.1% |
| Participation rate | 65.5% | 73.0%-7.5pp | 81.4%-15.9pp | 69.3%-3.8pp |
| Annual return | 7.49% | 18.68%-11.2pp | 47.52%-40.0pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,767 | $2,882-38.7% | $4,617-61.7% | $2,281-22.5% |
| Participant deferral / active EE | $5,578 | $4,840+15.2% | $5,984-6.8% | $3,203+74.1% |
| Admin fee / account holder | $13,051 | $4,826+170.4% | $8,357+56.2% | $4,296+203.8% |