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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 | $302,738 | $78,015+288.1% | $178,505+69.6% | $80,959+273.9% |
| Participation rate | 58.3% | 65.7%-7.3pp | 77.1%-18.8pp | 67.7%-9.3pp |
| Annual return | 20.73% | 18.10%+2.6pp | 27.16%-6.4pp | 35.67%-14.9pp |
| Employer contribution / active EE | $922 | $2,281-59.6% | $3,955-76.7% | $2,757-66.6% |
| Participant deferral / active EE | $8,739 | $4,406+98.4% | $6,280+39.2% | $4,300+103.2% |
| Admin fee / account holder | $8,203 | $7,160+14.6% | $10,428-21.3% | $6,925+18.5% |