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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 | $375,578 | $110,137+241.0% | $161,149+133.1% | $82,637+354.5% |
| Participation rate | 67.9% | 72.4%-4.5pp | 78.8%-11.0pp | 68.1%-0.2pp |
| Annual return | 17.44% | 20.69%-3.2pp | 21.16%-3.7pp | 53.51%-36.1pp |
| Employer contribution / active EE | $1,772 | $2,856-37.9% | $4,360-59.3% | $2,552-30.6% |
| Participant deferral / active EE | $6,329 | $4,575+38.4% | $6,153+2.9% | $4,126+53.4% |
| Admin fee / account holder | $470 | $9,467-95.0% | $15,194-96.9% | $7,339-93.6% |