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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 | $306,168 | $87,180+251.2% | $173,703+76.3% | $94,015+225.7% |
| Participation rate | 31.4% | 65.6%-34.2pp | 75.9%-44.5pp | 70.8%-39.4pp |
| Annual return | 10.34% | 14.17%-3.8pp | 17.46%-7.1pp | 17.84%-7.5pp |
| Employer contribution / active EE | $2,608 | $2,494+4.5% | $4,288-39.2% | $2,790-6.5% |
| Participant deferral / active EE | $1,808 | $3,343-45.9% | $4,854-62.7% | $4,249-57.4% |
| Admin fee / account holder | $11,819 | $7,506+57.5% | $15,562-24.1% | $8,951+32.0% |