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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 | $251,280 | $81,504+208.3% | $102,437+145.3% | $80,959+210.4% |
| Participation rate | 60.0% | 66.9%-6.9pp | 74.5%-14.5pp | 67.7%-7.7pp |
| Annual return | 14.90% | 25.60%-10.7pp | 24.95%-10.1pp | 35.67%-20.8pp |
| Employer contribution / active EE | $2,441 | $3,104-21.3% | $3,871-36.9% | $2,757-11.5% |
| Participant deferral / active EE | $5,817 | $3,871+50.3% | $5,060+15.0% | $4,300+35.3% |
| Admin fee / account holder | $44,421 | $6,719+561.1% | $8,388+429.6% | $6,925+541.4% |