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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 | $286,238 | $93,064+207.6% | $74,577+283.8% | $273,970+4.5% |
| Participation rate | 66.7% | 74.9%-8.3pp | 68.1%-1.4pp | 83.0%-16.3pp |
| Annual return | 9.93% | 26.18%-16.3pp | 20.47%-10.5pp | 41.46%-31.5pp |
| Employer contribution / active EE | $8,592 | $3,160+171.9% | $2,525+240.3% | $4,869+76.5% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,354 | $5,273-55.4% | $4,138-43.1% | $10,132-76.8% |