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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 | $397,429 | $87,059+356.5% | $105,608+276.3% | $80,925+391.1% |
| Participation rate | 57.7% | 70.4%-12.8pp | 75.3%-17.6pp | 67.7%-10.0pp |
| Annual return | 15.20% | 17.05%-1.9pp | 116.50%-101.3pp | 35.65%-20.5pp |
| Employer contribution / active EE | $2,593 | $2,396+8.2% | $3,167-18.1% | $2,756-5.9% |
| Participant deferral / active EE | $4,036 | $3,986+1.3% | $5,010-19.4% | $4,299-6.1% |
| Admin fee / account holder | $12,156 | $8,443+44.0% | $11,028+10.2% | $6,940+75.2% |