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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 | $267,262 | $94,031+184.2% | $115,768+130.9% | $82,448+224.2% |
| Participation rate | 65.5% | 70.4%-4.9pp | 74.4%-8.9pp | 68.1%-2.6pp |
| Annual return | 14.74% | 20.61%-5.9pp | 100.46%-85.7pp | 41.64%-26.9pp |
| Employer contribution / active EE | $828 | $2,323-64.4% | $2,940-71.8% | $2,551-67.6% |
| Participant deferral / active EE | $4,759 | $3,972+19.8% | $4,917-3.2% | $4,139+15.0% |
| Admin fee / account holder | $6,328 | $10,249-38.3% | $12,439-49.1% | $7,234-12.5% |