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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 | $339,572 | $86,949+290.5% | $102,460+231.4% | $80,959+319.4% |
| Participation rate | 64.3% | 72.4%-8.1pp | 76.5%-12.2pp | 67.7%-3.4pp |
| Annual return | 15.06% | 18.89%-3.8pp | 29.47%-14.4pp | 35.67%-20.6pp |
| Employer contribution / active EE | $2,462 | $2,370+3.9% | $3,025-18.6% | $2,757-10.7% |
| Participant deferral / active EE | $6,138 | $4,121+49.0% | $5,056+21.4% | $4,300+42.7% |
| Admin fee / account holder | $9,839 | $8,048+22.3% | $9,460+4.0% | $6,925+42.1% |