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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 | $369,841 | $124,425+197.2% | $112,040+230.1% | $137,256+169.5% |
| Participation rate | 65.0% | 79.3%-14.3pp | 76.5%-11.5pp | 80.0%-15.0pp |
| Annual return | 10.21% | 24.72%-14.5pp | 24.52%-14.3pp | 220.34%-210.1pp |
| Employer contribution / active EE | $857 | $3,411-74.9% | $2,954-71.0% | $4,156-79.4% |
| Participant deferral / active EE | $5,684 | $5,718-0.6% | $5,098+11.5% | $6,407-11.3% |
| Admin fee / account holder | $46,751 | $15,207+207.4% | $12,098+286.4% | $12,270+281.0% |