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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 | $320,787 | $89,259+259.4% | $107,187+199.3% | $82,637+288.2% |
| Participation rate | 57.8% | 67.9%-10.2pp | 75.0%-17.2pp | 68.1%-10.3pp |
| Annual return | 15.64% | 21.02%-5.4pp | 204.55%-188.9pp | 53.51%-37.9pp |
| Employer contribution / active EE | $1,323 | $3,080-57.1% | $3,782-65.0% | $2,552-48.2% |
| Participant deferral / active EE | $5,289 | $4,037+31.0% | $5,096+3.8% | $4,126+28.2% |
| Admin fee / account holder | $1,659 | $7,381-77.5% | $9,162-81.9% | $7,339-77.4% |