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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 | $347,139 | $75,541+359.5% | $152,093+128.2% | $82,637+320.1% |
| Participation rate | 56.3% | 66.5%-10.3pp | 77.8%-21.5pp | 68.1%-11.8pp |
| Annual return | 14.07% | 32.56%-18.5pp | 66.36%-52.3pp | 53.51%-39.4pp |
| Employer contribution / active EE | $3,091 | $2,622+17.9% | $4,175-26.0% | $2,552+21.1% |
| Participant deferral / active EE | $6,372 | $3,206+98.8% | $5,451+16.9% | $4,126+54.4% |
| Admin fee / account holder | $57,650 | $6,405+800.1% | $14,497+297.7% | $7,339+685.5% |