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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 | $389,632 | $161,352+141.5% | $134,172+190.4% | $137,256+183.9% |
| Participation rate | 44.4% | 78.3%-33.8pp | 72.5%-28.0pp | 80.0%-35.5pp |
| Annual return | 10.42% | 28.72%-18.3pp | 25.30%-14.9pp | 220.34%-209.9pp |
| Employer contribution / active EE | $980 | $4,099-76.1% | $3,420-71.4% | $4,156-76.4% |
| Participant deferral / active EE | $7,939 | $5,552+43.0% | $4,690+69.3% | $6,407+23.9% |
| Admin fee / account holder | $2,412 | $15,028-83.9% | $12,016-79.9% | $12,270-80.3% |