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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 | $393,228 | $86,938+352.3% | $102,423+283.9% | $80,925+385.9% |
| Participation rate | 60.6% | 72.4%-11.8pp | 76.5%-15.9pp | 67.7%-7.1pp |
| Annual return | 11.54% | 18.89%-7.3pp | 29.42%-17.9pp | 35.65%-24.1pp |
| Employer contribution / active EE | $1,377 | $2,369-41.9% | $3,023-54.4% | $2,756-50.0% |
| Participant deferral / active EE | $5,295 | $4,120+28.5% | $5,054+4.8% | $4,299+23.2% |
| Admin fee / account holder | $11,235 | $8,053+39.5% | $9,455+18.8% | $6,940+61.9% |