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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 | $292,559 | $81,476+259.1% | $102,383+185.7% | $80,925+261.5% |
| Participation rate | 54.1% | 66.8%-12.8pp | 74.5%-20.5pp | 67.7%-13.6pp |
| Annual return | 15.65% | 25.59%-9.9pp | 24.94%-9.3pp | 35.65%-20.0pp |
| Employer contribution / active EE | $6,451 | $3,105+107.8% | $3,870+66.7% | $2,756+134.0% |
| Participant deferral / active EE | $2,202 | $3,871-43.1% | $5,060-56.5% | $4,299-48.8% |
| Admin fee / account holder | $3,814 | $6,717-43.2% | $8,391-54.5% | $6,940-45.0% |