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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 | $333,590 | $115,225+189.5% | $100,712+231.2% | $138,895+140.2% |
| Participation rate | 53.3% | 74.3%-21.0pp | 69.3%-15.9pp | 79.9%-26.6pp |
| Annual return | 18.40% | 40.35%-22.0pp | 33.27%-14.9pp | 145.39%-127.0pp |
| Employer contribution / active EE | $1,541 | $2,771-44.4% | $2,313-33.4% | $4,194-63.3% |
| Participant deferral / active EE | $6,220 | $4,699+32.4% | $4,085+52.3% | $6,396-2.8% |
| Admin fee / account holder | $2,750 | $10,844-74.6% | $9,256-70.3% | $12,562-78.1% |