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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 | $100,194+236.7% | $122,979+174.3% | $86,983+287.8% |
| Participation rate | 54.3% | 73.0%-18.7pp | 77.2%-22.9pp | 69.5%-15.3pp |
| Annual return | 15.85% | 16.47%-0.6pp | 20.12%-4.3pp | 25.83%-10.0pp |
| Employer contribution / active EE | $713 | $2,326-69.3% | $3,062-76.7% | $2,584-72.4% |
| Participant deferral / active EE | $5,981 | $4,133+44.7% | $5,003+19.6% | $4,194+42.6% |
| Admin fee / account holder | $8,076 | $10,148-20.4% | $12,864-37.2% | $7,856+2.8% |