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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 | $97,550+288.9% | $120,344+215.3% | $87,485+333.7% |
| Participation rate | 69.6% | 72.8%-3.3pp | 76.7%-7.1pp | 68.9%+0.6pp |
| Annual return | 15.27% | 18.41%-3.1pp | 20.30%-5.0pp | 26.06%-10.8pp |
| Employer contribution / active EE | $1,561 | $2,291-31.9% | $3,020-48.3% | $2,596-39.9% |
| Participant deferral / active EE | $6,866 | $4,230+62.3% | $5,135+33.7% | $4,274+60.7% |
| Admin fee / account holder | $6,652 | $9,543-30.3% | $12,742-47.8% | $7,775-14.4% |