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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 | $466,478 | $78,015+497.9% | $178,505+161.3% | $80,959+476.2% |
| Participation rate | 31.0% | 65.7%-34.6pp | 77.1%-46.1pp | 67.7%-36.6pp |
| Annual return | 17.69% | 18.10%-0.4pp | 27.16%-9.5pp | 35.67%-18.0pp |
| Employer contribution / active EE | $2,223 | $2,281-2.6% | $3,955-43.8% | $2,757-19.4% |
| Participant deferral / active EE | $4,788 | $4,406+8.7% | $6,280-23.8% | $4,300+11.3% |
| Admin fee / account holder | $797 | $7,160-88.9% | $10,428-92.4% | $6,925-88.5% |