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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 | $343,860 | $135,905+153.0% | $126,068+172.8% | $198,609+73.1% |
| Participation rate | 66.7% | 85.6%-19.0pp | 84.7%-18.0pp | 82.4%-15.7pp |
| Annual return | 18.21% | 14.07%+4.1pp | 15.01%+3.2pp | 202.70%-184.5pp |
| Employer contribution / active EE | $2,180 | $4,245-48.6% | $3,968-45.1% | $5,055-56.9% |
| Participant deferral / active EE | $10,517 | $8,523+23.4% | $8,214+28.0% | $6,977+50.7% |
| Admin fee / account holder | $14,759 | $21,036-29.8% | $18,264-19.2% | $19,030-22.4% |