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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 | $373,445 | $110,137+239.1% | $161,149+131.7% | $82,637+351.9% |
| Participation rate | 62.9% | 72.4%-9.5pp | 78.8%-16.0pp | 68.1%-5.2pp |
| Annual return | 12.35% | 20.69%-8.3pp | 21.16%-8.8pp | 53.51%-41.2pp |
| Employer contribution / active EE | $1,633 | $2,856-42.8% | $4,360-62.5% | $2,552-36.0% |
| Participant deferral / active EE | $7,546 | $4,575+65.0% | $6,153+22.6% | $4,126+82.9% |
| Admin fee / account holder | $30,769 | $9,467+225.0% | $15,194+102.5% | $7,339+319.3% |