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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 | $253,939 | $97,550+160.3% | $120,344+111.0% | $87,485+190.3% |
| Participation rate | 49.0% | 72.8%-23.8pp | 76.7%-27.7pp | 68.9%-19.9pp |
| Annual return | 15.40% | 18.41%-3.0pp | 20.30%-4.9pp | 26.06%-10.7pp |
| Employer contribution / active EE | $1,835 | $2,291-19.9% | $3,020-39.2% | $2,596-29.3% |
| Participant deferral / active EE | $4,146 | $4,230-2.0% | $5,135-19.3% | $4,274-3.0% |
| Admin fee / account holder | $7,165 | $9,543-24.9% | $12,742-43.8% | $7,775-7.8% |