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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 | $69,444+280.3% | $92,985+184.0% | $87,485+201.9% |
| Participation rate | 52.8% | 63.3%-10.5pp | 69.5%-16.7pp | 68.9%-16.2pp |
| Annual return | 14.66% | 23.85%-9.2pp | 27.99%-13.3pp | 26.06%-11.4pp |
| Employer contribution / active EE | $491 | $1,917-74.4% | $2,662-81.6% | $2,596-81.1% |
| Participant deferral / active EE | $3,739 | $3,364+11.2% | $4,377-14.6% | $4,274-12.5% |
| Admin fee / account holder | $1,714 | $6,137-72.1% | $9,463-81.9% | $7,775-78.0% |