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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 | $95,453+204.7% | $112,040+159.6% | $82,448+252.7% |
| Participation rate | 65.5% | 72.8%-7.2pp | 76.5%-11.0pp | 68.1%-2.6pp |
| Annual return | 14.84% | 23.92%-9.1pp | 24.52%-9.7pp | 41.64%-26.8pp |
| Employer contribution / active EE | $2,470 | $2,318+6.6% | $2,954-16.4% | $2,551-3.2% |
| Participant deferral / active EE | $6,382 | $4,224+51.1% | $5,098+25.2% | $4,139+54.2% |
| Admin fee / account holder | $40,287 | $9,013+347.0% | $12,098+233.0% | $7,234+456.9% |