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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 | $335,507 | $71,230+371.0% | $93,727+258.0% | $80,959+314.4% |
| Participation rate | 37.5% | 60.4%-22.9pp | 68.7%-31.2pp | 67.7%-30.2pp |
| Annual return | 19.55% | 11.26%+8.3pp | 133.83%-114.3pp | 35.67%-16.1pp |
| Employer contribution / active EE | $1,244 | $1,565-20.5% | $2,421-48.6% | $2,757-54.9% |
| Participant deferral / active EE | $2,682 | $4,037-33.6% | $4,417-39.3% | $4,300-37.6% |
| Admin fee / account holder | $5,905 | $6,961-15.2% | $8,292-28.8% | $6,925-14.7% |