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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 | $302,975 | $139,421+117.3% | $239,577+26.5% | $116,462+160.1% |
| Participation rate | 68.1% | 75.0%-6.9pp | 82.1%-14.0pp | 74.7%-6.6pp |
| Annual return | 18.46% | 15.58%+2.9pp | -0.70%+19.2pp | 15.65%+2.8pp |
| Employer contribution / active EE | $4,138 | $4,487-7.8% | $7,232-42.8% | $3,231+28.1% |
| Participant deferral / active EE | $6,860 | $4,296+59.7% | $5,676+20.9% | $3,836+78.8% |
| Admin fee / account holder | $7,911 | $21,515-63.2% | $19,315-59.0% | $12,754-38.0% |