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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 | $429,637 | $211,946+102.7% | $169,452+153.5% | $135,380+217.4% |
| Participation rate | 45.5% | 82.6%-37.2pp | 77.8%-32.3pp | 82.6%-37.2pp |
| Annual return | 3.01% | 3.26%-0.3pp | 1.83%+1.2pp | 519.81%-516.8pp |
| Employer contribution / active EE | $684 | $5,117-86.6% | $4,157-83.5% | $4,779-85.7% |
| Participant deferral / active EE | $5,747 | $6,075-5.4% | $5,277+8.9% | $5,609+2.5% |
| Admin fee / account holder | $4,188 | $11,472-63.5% | $9,110-54.0% | $10,828-61.3% |