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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 | $252,054 | $86,949+189.9% | $102,460+146.0% | $80,959+211.3% |
| Participation rate | 69.7% | 72.4%-2.7pp | 76.5%-6.8pp | 67.7%+2.0pp |
| Annual return | 13.80% | 18.89%-5.1pp | 29.47%-15.7pp | 35.67%-21.9pp |
| Employer contribution / active EE | $2,546 | $2,370+7.4% | $3,025-15.8% | $2,757-7.7% |
| Participant deferral / active EE | $6,379 | $4,121+54.8% | $5,056+26.2% | $4,300+48.3% |
| Admin fee / account holder | $3,722 | $8,048-53.8% | $9,460-60.7% | $6,925-46.3% |