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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 | $86,919+290.7% | $102,457+231.4% | $80,911+319.7% |
| Participation rate | 64.3% | 72.4%-8.1pp | 76.5%-12.2pp | 67.6%-3.4pp |
| Annual return | 15.06% | 18.90%-3.8pp | 29.41%-14.4pp | 35.63%-20.6pp |
| Employer contribution / active EE | $2,462 | $2,368+4.0% | $3,022-18.5% | $2,756-10.6% |
| Participant deferral / active EE | $6,138 | $4,119+49.0% | $5,054+21.4% | $4,297+42.8% |
| Admin fee / account holder | $9,839 | $8,049+22.2% | $9,451+4.1% | $6,935+41.9% |