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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 | $311,250 | $86,949+258.0% | $102,460+203.8% | $80,959+284.5% |
| Participation rate | 62.7% | 72.4%-9.7pp | 76.5%-13.8pp | 67.7%-5.0pp |
| Annual return | 21.93% | 18.89%+3.0pp | 29.47%-7.5pp | 35.67%-13.7pp |
| Employer contribution / active EE | $1,801 | $2,370-24.0% | $3,025-40.5% | $2,757-34.7% |
| Participant deferral / active EE | $12,843 | $4,121+211.6% | $5,056+154.0% | $4,300+198.7% |
| Admin fee / account holder | $62,263 | $8,048+673.7% | $9,460+558.2% | $6,925+799.1% |