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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 | $285,505 | $81,457+250.5% | $103,378+176.2% | $80,911+252.9% |
| Participation rate | 64.3% | 66.8%-2.6pp | 74.5%-10.2pp | 67.6%-3.4pp |
| Annual return | 13.27% | 25.58%-12.3pp | 24.91%-11.6pp | 35.63%-22.4pp |
| Employer contribution / active EE | $3,375 | $3,107+8.6% | $3,870-12.8% | $2,756+22.5% |
| Participant deferral / active EE | $5,196 | $3,871+34.2% | $5,058+2.7% | $4,297+20.9% |
| Admin fee / account holder | $11,765 | $6,717+75.2% | $8,401+40.0% | $6,935+69.7% |