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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 | $323,041 | $100,194+222.4% | $122,979+162.7% | $86,983+271.4% |
| Participation rate | 63.3% | 73.0%-9.6pp | 77.2%-13.9pp | 69.5%-6.2pp |
| Annual return | 15.62% | 16.47%-0.9pp | 20.12%-4.5pp | 25.83%-10.2pp |
| Employer contribution / active EE | $4,118 | $2,326+77.1% | $3,062+34.5% | $2,584+59.3% |
| Participant deferral / active EE | $5,526 | $4,133+33.7% | $5,003+10.5% | $4,194+31.8% |
| Admin fee / account holder | $4,823 | $10,148-52.5% | $12,864-62.5% | $7,856-38.6% |