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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 | $95,453+297.5% | $112,040+238.6% | $82,448+360.2% |
| Participation rate | 69.6% | 72.8%-3.2pp | 76.5%-6.9pp | 68.1%+1.5pp |
| Annual return | 15.27% | 23.92%-8.7pp | 24.52%-9.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,561 | $2,318-32.7% | $2,954-47.2% | $2,551-38.8% |
| Participant deferral / active EE | $6,866 | $4,224+62.6% | $5,098+34.7% | $4,139+65.9% |
| Admin fee / account holder | $6,652 | $9,013-26.2% | $12,098-45.0% | $7,234-8.1% |