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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 | $354,136 | $112,729+214.1% | $98,716+258.7% | $137,256+158.0% |
| Participation rate | 44.4% | 74.2%-29.8pp | 69.3%-24.8pp | 80.0%-35.5pp |
| Annual return | 13.52% | 38.48%-25.0pp | 31.81%-18.3pp | 220.34%-206.8pp |
| Employer contribution / active EE | $738 | $2,725-72.9% | $2,279-67.6% | $4,156-82.2% |
| Participant deferral / active EE | $1,909 | $4,640-58.9% | $4,048-52.8% | $6,407-70.2% |
| Admin fee / account holder | $1,528 | $10,129-84.9% | $8,703-82.4% | $12,270-87.5% |