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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 | $400,140 | $118,496+237.7% | $98,461+306.4% | $139,466+186.9% |
| Participation rate | 28.6% | 77.5%-48.9pp | 75.2%-46.6pp | 80.3%-51.8pp |
| Annual return | 22.88% | 18.96%+3.9pp | 21.17%+1.7pp | 373.66%-350.8pp |
| Employer contribution / active EE | $768 | $3,611-78.7% | $3,049-74.8% | $4,754-83.8% |
| Participant deferral / active EE | $5,803 | $5,393+7.6% | $4,738+22.5% | $6,712-13.5% |
| Admin fee / account holder | $3,317 | $14,056-76.4% | $8,961-63.0% | $11,409-70.9% |