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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 | $76,834+254.3% | $108,359+151.2% | $87,485+211.2% |
| Participation rate | 63.2% | 61.7%+1.4pp | 70.1%-7.0pp | 68.9%-5.8pp |
| Annual return | 17.01% | 19.09%-2.1pp | 36.89%-19.9pp | 26.06%-9.1pp |
| Employer contribution / active EE | $2,191 | $1,556+40.8% | $2,399-8.7% | $2,596-15.6% |
| Participant deferral / active EE | $5,647 | $3,100+82.2% | $4,137+36.5% | $4,274+32.1% |
| Admin fee / account holder | $1,805 | $6,537-72.4% | $9,741-81.5% | $7,775-76.8% |