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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 | $86,919+199.9% | $102,457+154.5% | $80,911+222.2% |
| Participation rate | 63.3% | 72.4%-9.0pp | 76.5%-13.2pp | 67.6%-4.3pp |
| Annual return | 10.82% | 18.90%-8.1pp | 29.41%-18.6pp | 35.63%-24.8pp |
| Employer contribution / active EE | $2,422 | $2,368+2.3% | $3,022-19.9% | $2,756-12.1% |
| Participant deferral / active EE | $5,632 | $4,119+36.7% | $5,054+11.4% | $4,297+31.1% |
| Admin fee / account holder | $5,006 | $8,049-37.8% | $9,451-47.0% | $6,935-27.8% |