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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 | $81,457+301.7% | $103,378+216.5% | $80,911+304.4% |
| Participation rate | 60.0% | 66.8%-6.8pp | 74.5%-14.5pp | 67.6%-7.6pp |
| Annual return | 17.13% | 25.58%-8.4pp | 24.91%-7.8pp | 35.63%-18.5pp |
| Employer contribution / active EE | $2,773 | $3,107-10.7% | $3,870-28.3% | $2,756+0.6% |
| Participant deferral / active EE | $7,850 | $3,871+102.8% | $5,058+55.2% | $4,297+82.7% |
| Admin fee / account holder | $7,572 | $6,717+12.7% | $8,401-9.9% | $6,935+9.2% |