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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 | $319,185 | $106,864+198.7% | $147,318+116.7% | $82,637+286.2% |
| Participation rate | 62.8% | 75.5%-12.7pp | 82.1%-19.3pp | 68.1%-5.3pp |
| Annual return | 19.59% | 27.49%-7.9pp | 70.43%-50.8pp | 53.51%-33.9pp |
| Employer contribution / active EE | $974 | $3,417-71.5% | $4,593-78.8% | $2,552-61.8% |
| Participant deferral / active EE | $3,210 | $6,496-50.6% | $7,906-59.4% | $4,126-22.2% |
| Admin fee / account holder | $3,437 | $8,415-59.2% | $13,708-74.9% | $7,339-53.2% |