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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 | $337,359 | $97,550+245.8% | $120,344+180.3% | $87,485+285.6% |
| Participation rate | 54.3% | 72.8%-18.5pp | 76.7%-22.4pp | 68.9%-14.6pp |
| Annual return | 15.85% | 18.41%-2.6pp | 20.30%-4.5pp | 26.06%-10.2pp |
| Employer contribution / active EE | $713 | $2,291-68.9% | $3,020-76.4% | $2,596-72.5% |
| Participant deferral / active EE | $5,981 | $4,230+41.4% | $5,135+16.5% | $4,274+40.0% |
| Admin fee / account holder | $8,076 | $9,543-15.4% | $12,742-36.6% | $7,775+3.9% |