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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 | $342,354 | $106,524+221.4% | $152,301+124.8% | $87,485+291.3% |
| Participation rate | 67.9% | 75.8%-7.9pp | 82.4%-14.6pp | 68.9%-1.1pp |
| Annual return | 16.04% | 26.89%-10.8pp | 80.50%-64.5pp | 26.06%-10.0pp |
| Employer contribution / active EE | $5,016 | $3,371+48.8% | $4,624+8.5% | $2,596+93.2% |
| Participant deferral / active EE | $6,788 | $6,525+4.0% | $8,004-15.2% | $4,274+58.8% |
| Admin fee / account holder | $7,422 | $8,287-10.4% | $14,398-48.5% | $7,775-4.5% |