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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 | $403,168 | $88,672+354.7% | $105,223+283.2% | $82,448+389.0% |
| Participation rate | 37.5% | 67.9%-30.4pp | 75.0%-37.5pp | 68.1%-30.6pp |
| Annual return | 14.25% | 30.86%-16.6pp | 180.65%-166.4pp | 41.64%-27.4pp |
| Employer contribution / active EE | $906 | $3,048-70.3% | $3,689-75.4% | $2,551-64.5% |
| Participant deferral / active EE | $4,960 | $4,036+22.9% | $5,072-2.2% | $4,139+19.8% |
| Admin fee / account holder | $921 | $7,146-87.1% | $8,859-89.6% | $7,234-87.3% |