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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 | $351,898 | $100,194+251.2% | $122,979+186.1% | $86,983+304.6% |
| Participation rate | 40.9% | 73.0%-32.1pp | 77.2%-36.3pp | 69.5%-28.6pp |
| Annual return | 17.86% | 16.47%+1.4pp | 20.12%-2.3pp | 25.83%-8.0pp |
| Employer contribution / active EE | $932 | $2,326-59.9% | $3,062-69.6% | $2,584-64.0% |
| Participant deferral / active EE | $3,074 | $4,133-25.6% | $5,003-38.6% | $4,194-26.7% |
| Admin fee / account holder | $2,853 | $10,148-71.9% | $12,864-77.8% | $7,856-63.7% |