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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 | $347,066 | $67,894+411.2% | $89,340+288.5% | $82,448+321.0% |
| Participation rate | 20.5% | 64.0%-43.6pp | 69.6%-49.1pp | 68.1%-47.6pp |
| Annual return | 18.38% | 19.21%-0.8pp | 20.57%-2.2pp | 41.64%-23.3pp |
| Employer contribution / active EE | $641 | $1,828-64.9% | $2,231-71.3% | $2,551-74.9% |
| Participant deferral / active EE | $2,950 | $3,072-4.0% | $3,823-22.8% | $4,139-28.7% |
| Admin fee / account holder | $8,768 | $5,723+53.2% | $6,704+30.8% | $7,234+21.2% |