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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 | $347,047 | $123,478+181.1% | $216,567+60.2% | $94,015+269.1% |
| Participation rate | 55.9% | 75.1%-19.2pp | 81.6%-25.8pp | 70.8%-14.9pp |
| Annual return | 13.24% | 23.61%-10.4pp | 12.94%+0.3pp | 17.84%-4.6pp |
| Employer contribution / active EE | $1,415 | $3,136-54.9% | $5,216-72.9% | $2,790-49.3% |
| Participant deferral / active EE | $6,599 | $4,556+44.8% | $6,191+6.6% | $4,249+55.3% |
| Admin fee / account holder | $38,076 | $12,753+198.6% | $21,981+73.2% | $8,951+325.4% |