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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 | $311,875 | $123,000+153.6% | $105,582+195.4% | $198,609+57.0% |
| Participation rate | 64.3% | 76.8%-12.5pp | 71.8%-7.5pp | 82.4%-18.1pp |
| Annual return | 15.48% | 18.31%-2.8pp | 18.61%-3.1pp | 202.70%-187.2pp |
| Employer contribution / active EE | $2,174 | $3,582-39.3% | $2,984-27.1% | $5,055-57.0% |
| Participant deferral / active EE | $5,387 | $5,013+7.5% | $4,353+23.7% | $6,977-22.8% |
| Admin fee / account holder | $2,455 | $16,254-84.9% | $12,856-80.9% | $19,030-87.1% |