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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 | $290,814 | $97,550+198.1% | $120,344+141.7% | $87,485+232.4% |
| Participation rate | 65.5% | 72.8%-7.3pp | 76.7%-11.2pp | 68.9%-3.4pp |
| Annual return | 14.84% | 18.41%-3.6pp | 20.30%-5.5pp | 26.06%-11.2pp |
| Employer contribution / active EE | $2,470 | $2,291+7.8% | $3,020-18.2% | $2,596-4.9% |
| Participant deferral / active EE | $6,382 | $4,230+50.9% | $5,135+24.3% | $4,274+49.3% |
| Admin fee / account holder | $40,287 | $9,543+322.2% | $12,742+216.2% | $7,775+418.2% |