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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 | $100,194+197.7% | $122,979+142.6% | $86,983+242.9% |
| Participation rate | 67.6% | 73.0%-5.3pp | 77.2%-9.5pp | 69.5%-1.9pp |
| Annual return | 15.17% | 16.47%-1.3pp | 20.12%-4.9pp | 25.83%-10.7pp |
| Employer contribution / active EE | $3,085 | $2,326+32.7% | $3,062+0.7% | $2,584+19.4% |
| Participant deferral / active EE | $5,025 | $4,133+21.6% | $5,003+0.4% | $4,194+19.8% |
| Admin fee / account holder | $17,783 | $10,148+75.2% | $12,864+38.2% | $7,856+126.4% |