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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 | $287,562 | $86,940+230.8% | $102,434+180.7% | $80,935+255.3% |
| Participation rate | 57.7% | 72.4%-14.6pp | 76.5%-18.8pp | 67.7%-9.9pp |
| Annual return | 17.15% | 18.89%-1.7pp | 29.46%-12.3pp | 35.66%-18.5pp |
| Employer contribution / active EE | $2,825 | $2,370+19.2% | $3,023-6.6% | $2,757+2.5% |
| Participant deferral / active EE | $4,564 | $4,121+10.7% | $5,055-9.7% | $4,299+6.1% |
| Admin fee / account holder | $14,053 | $8,047+74.6% | $9,462+48.5% | $6,924+103.0% |