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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 | $359,738 | $100,262+258.8% | $81,370+342.1% | $145,897+146.6% |
| Participation rate | 60.0% | 74.3%-14.3pp | 69.5%-9.5pp | 80.3%-20.3pp |
| Annual return | 15.80% | 34.52%-18.7pp | 24.85%-9.1pp | 552.29%-536.5pp |
| Employer contribution / active EE | $863 | $2,979-71.0% | $2,464-65.0% | $4,663-81.5% |
| Participant deferral / active EE | $9,554 | $4,612+107.2% | $3,885+145.9% | $6,689+42.8% |
| Admin fee / account holder | $2,216 | $8,163-72.9% | $5,749-61.5% | $13,390-83.5% |