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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 | $257,750 | $94,031+174.1% | $115,768+122.6% | $82,448+212.6% |
| Participation rate | 42.4% | 70.4%-28.0pp | 74.4%-32.0pp | 68.1%-25.6pp |
| Annual return | 13.78% | 20.61%-6.8pp | 100.46%-86.7pp | 41.64%-27.9pp |
| Employer contribution / active EE | $926 | $2,323-60.1% | $2,940-68.5% | $2,551-63.7% |
| Participant deferral / active EE | $2,024 | $3,972-49.0% | $4,917-58.8% | $4,139-51.1% |
| Admin fee / account holder | $8,554 | $10,249-16.5% | $12,439-31.2% | $7,234+18.2% |