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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 | $86,938+290.6% | $102,423+231.5% | $80,925+319.6% |
| Participation rate | 64.3% | 72.4%-8.1pp | 76.5%-12.2pp | 67.7%-3.4pp |
| Annual return | 15.06% | 18.89%-3.8pp | 29.42%-14.4pp | 35.65%-20.6pp |
| Employer contribution / active EE | $2,462 | $2,369+3.9% | $3,023-18.5% | $2,756-10.7% |
| Participant deferral / active EE | $6,138 | $4,120+49.0% | $5,054+21.5% | $4,299+42.8% |
| Admin fee / account holder | $9,839 | $8,053+22.2% | $9,455+4.1% | $6,940+41.8% |