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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 | $86,949+352.3% | $102,460+283.8% | $80,959+385.7% |
| Participation rate | 60.6% | 72.4%-11.8pp | 76.5%-15.9pp | 67.7%-7.1pp |
| Annual return | 11.54% | 18.89%-7.4pp | 29.47%-17.9pp | 35.67%-24.1pp |
| Employer contribution / active EE | $1,377 | $2,370-41.9% | $3,025-54.5% | $2,757-50.1% |
| Participant deferral / active EE | $5,295 | $4,121+28.5% | $5,056+4.7% | $4,300+23.1% |
| Admin fee / account holder | $11,235 | $8,048+39.6% | $9,460+18.8% | $6,925+62.2% |