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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 | $310,717 | $101,795+205.2% | $165,100+88.2% | $80,959+283.8% |
| Participation rate | 66.7% | 71.8%-5.2pp | 78.6%-12.0pp | 67.7%-1.0pp |
| Annual return | 18.03% | 16.73%+1.3pp | 70.21%-52.2pp | 35.67%-17.6pp |
| Employer contribution / active EE | $1,471 | $2,954-50.2% | $4,348-66.2% | $2,757-46.7% |
| Participant deferral / active EE | $7,167 | $4,476+60.1% | $6,035+18.7% | $4,300+66.7% |
| Admin fee / account holder | $1,573 | $8,221-80.9% | $12,696-87.6% | $6,925-77.3% |