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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 | $299,070 | $73,787+305.3% | $98,716+203.0% | $82,448+262.7% |
| Participation rate | 66.7% | 61.4%+5.3pp | 69.3%-2.6pp | 68.1%-1.4pp |
| Annual return | 12.52% | 18.57%-6.0pp | 31.81%-19.3pp | 41.64%-29.1pp |
| Employer contribution / active EE | $944 | $1,511-37.5% | $2,279-58.6% | $2,551-63.0% |
| Participant deferral / active EE | $7,352 | $3,081+138.6% | $4,048+81.6% | $4,139+77.6% |
| Admin fee / account holder | $16,145 | $6,500+148.4% | $8,703+85.5% | $7,234+123.2% |