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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 | $298,297 | $97,550+205.8% | $120,344+147.9% | $87,485+241.0% |
| Participation rate | 67.6% | 72.8%-5.2pp | 76.7%-9.1pp | 68.9%-1.3pp |
| Annual return | 15.17% | 18.41%-3.2pp | 20.30%-5.1pp | 26.06%-10.9pp |
| Employer contribution / active EE | $3,085 | $2,291+34.7% | $3,020+2.1% | $2,596+18.8% |
| Participant deferral / active EE | $5,025 | $4,230+18.8% | $5,135-2.1% | $4,274+17.6% |
| Admin fee / account holder | $17,783 | $9,543+86.4% | $12,742+39.6% | $7,775+128.7% |