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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 | $327,182 | $81,504+301.4% | $102,437+219.4% | $80,959+304.1% |
| Participation rate | 60.0% | 66.9%-6.9pp | 74.5%-14.5pp | 67.7%-7.7pp |
| Annual return | 17.13% | 25.60%-8.5pp | 24.95%-7.8pp | 35.67%-18.5pp |
| Employer contribution / active EE | $2,773 | $3,104-10.6% | $3,871-28.3% | $2,757+0.6% |
| Participant deferral / active EE | $7,850 | $3,871+102.8% | $5,060+55.1% | $4,300+82.6% |
| Admin fee / account holder | $7,572 | $6,719+12.7% | $8,388-9.7% | $6,925+9.3% |