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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 | $317,261 | $86,922+265.0% | $102,438+209.7% | $80,874+292.3% |
| Participation rate | 46.6% | 72.4%-25.8pp | 76.5%-29.9pp | 67.6%-21.1pp |
| Annual return | 21.68% | 18.90%+2.8pp | 29.37%-7.7pp | 35.62%-13.9pp |
| Employer contribution / active EE | $1,574 | $2,369-33.6% | $3,024-48.0% | $2,756-42.9% |
| Participant deferral / active EE | $4,225 | $4,119+2.6% | $5,054-16.4% | $4,297-1.7% |
| Admin fee / account holder | $23,394 | $8,050+190.6% | $9,448+147.6% | $6,935+237.3% |