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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 | $379,400 | $100,194+278.7% | $122,979+208.5% | $86,983+336.2% |
| Participation rate | 69.6% | 73.0%-3.4pp | 77.2%-7.6pp | 69.5%0pp |
| Annual return | 15.27% | 16.47%-1.2pp | 20.12%-4.8pp | 25.83%-10.6pp |
| Employer contribution / active EE | $1,561 | $2,326-32.9% | $3,062-49.0% | $2,584-39.6% |
| Participant deferral / active EE | $6,866 | $4,133+66.1% | $5,003+37.2% | $4,194+63.7% |
| Admin fee / account holder | $6,652 | $10,148-34.4% | $12,864-48.3% | $7,856-15.3% |