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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 | $260,709 | $86,949+199.8% | $102,460+154.5% | $80,959+222.0% |
| Participation rate | 63.3% | 72.4%-9.1pp | 76.5%-13.2pp | 67.7%-4.3pp |
| Annual return | 10.82% | 18.89%-8.1pp | 29.47%-18.7pp | 35.67%-24.9pp |
| Employer contribution / active EE | $2,422 | $2,370+2.2% | $3,025-19.9% | $2,757-12.2% |
| Participant deferral / active EE | $5,632 | $4,121+36.7% | $5,056+11.4% | $4,300+31.0% |
| Admin fee / account holder | $5,006 | $8,048-37.8% | $9,460-47.1% | $6,925-27.7% |