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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 | $97,648+173.7% | $121,663+119.7% | $87,485+205.5% |
| Participation rate | 65.5% | 70.5%-5.0pp | 74.5%-9.0pp | 68.9%-3.4pp |
| Annual return | 14.74% | 18.03%-3.3pp | 147.54%-132.8pp | 26.06%-11.3pp |
| Employer contribution / active EE | $828 | $2,300-64.0% | $3,020-72.6% | $2,596-68.1% |
| Participant deferral / active EE | $4,759 | $3,923+21.3% | $4,887-2.6% | $4,274+11.4% |
| Admin fee / account holder | $6,328 | $11,100-43.0% | $14,289-55.7% | $7,775-18.6% |