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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 | $270,112 | $71,230+279.2% | $93,727+188.2% | $80,959+233.6% |
| Participation rate | 65.9% | 60.4%+5.5pp | 68.7%-2.8pp | 67.7%-1.8pp |
| Annual return | 13.90% | 11.26%+2.6pp | 133.83%-119.9pp | 35.67%-21.8pp |
| Employer contribution / active EE | $976 | $1,565-37.7% | $2,421-59.7% | $2,757-64.6% |
| Participant deferral / active EE | $7,251 | $4,037+79.6% | $4,417+64.1% | $4,300+68.6% |
| Admin fee / account holder | $5,187 | $6,961-25.5% | $8,292-37.4% | $6,925-25.1% |