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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 | $264,111 | $58,627+350.5% | $76,735+244.2% | $82,448+220.3% |
| Participation rate | 52.8% | 63.2%-10.4pp | 69.5%-16.7pp | 68.1%-15.3pp |
| Annual return | 14.66% | 39.10%-24.4pp | 29.77%-15.1pp | 41.64%-27.0pp |
| Employer contribution / active EE | $491 | $1,729-71.6% | $2,454-80.0% | $2,551-80.8% |
| Participant deferral / active EE | $3,739 | $3,134+19.3% | $4,088-8.5% | $4,139-9.7% |
| Admin fee / account holder | $1,714 | $5,323-67.8% | $7,189-76.2% | $7,234-76.3% |