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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 | $86,330+302.0% | $121,871+184.8% | $94,015+269.2% |
| Participation rate | 20.5% | 66.7%-46.2pp | 73.2%-52.7pp | 70.8%-50.4pp |
| Annual return | 18.38% | 14.95%+3.4pp | 13.57%+4.8pp | 17.84%+0.5pp |
| Employer contribution / active EE | $641 | $2,292-72.0% | $2,731-76.5% | $2,790-77.0% |
| Participant deferral / active EE | $2,950 | $3,146-6.3% | $4,318-31.7% | $4,249-30.6% |
| Admin fee / account holder | $8,768 | $7,346+19.4% | $11,551-24.1% | $8,951-2.0% |