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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 | $80,855+278.7% | $153,416+99.6% | $86,983+252.0% |
| Participation rate | 31.4% | 64.1%-32.7pp | 74.3%-42.9pp | 69.5%-38.1pp |
| Annual return | 10.34% | 16.18%-5.8pp | 17.84%-7.5pp | 25.83%-15.5pp |
| Employer contribution / active EE | $2,608 | $2,308+13.0% | $3,764-30.7% | $2,584+0.9% |
| Participant deferral / active EE | $1,808 | $3,333-45.7% | $4,723-61.7% | $4,194-56.9% |
| Admin fee / account holder | $11,819 | $6,908+71.1% | $13,095-9.7% | $7,856+50.4% |