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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 | $272,220 | $73,787+268.9% | $98,716+175.8% | $82,448+230.2% |
| Participation rate | 63.2% | 61.4%+1.7pp | 69.3%-6.1pp | 68.1%-4.9pp |
| Annual return | 17.01% | 18.57%-1.6pp | 31.81%-14.8pp | 41.64%-24.6pp |
| Employer contribution / active EE | $2,191 | $1,511+45.0% | $2,279-3.9% | $2,551-14.1% |
| Participant deferral / active EE | $5,647 | $3,081+83.3% | $4,048+39.5% | $4,139+36.4% |
| Admin fee / account holder | $1,805 | $6,500-72.2% | $8,703-79.3% | $7,234-75.1% |