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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 | $314,349 | $76,834+309.1% | $108,359+190.1% | $87,485+259.3% |
| Participation rate | 67.6% | 61.7%+5.8pp | 70.1%-2.6pp | 68.9%-1.4pp |
| Annual return | 15.09% | 19.09%-4.0pp | 36.89%-21.8pp | 26.06%-11.0pp |
| Employer contribution / active EE | $1,767 | $1,556+13.5% | $2,399-26.4% | $2,596-31.9% |
| Participant deferral / active EE | $4,832 | $3,100+55.9% | $4,137+16.8% | $4,274+13.1% |
| Admin fee / account holder | $10,375 | $6,537+58.7% | $9,741+6.5% | $7,775+33.4% |