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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 | $258,942 | $63,949+304.9% | $129,031+100.7% | $94,015+175.4% |
| Participation rate | 59.4% | 63.4%-4.1pp | 73.4%-14.0pp | 70.8%-11.4pp |
| Annual return | 16.57% | 17.56%-1.0pp | 34.67%-18.1pp | 17.84%-1.3pp |
| Employer contribution / active EE | $842 | $1,865-54.9% | $3,226-73.9% | $2,790-69.8% |
| Participant deferral / active EE | $9,604 | $3,686+160.5% | $5,217+84.1% | $4,249+126.0% |
| Admin fee / account holder | $1,178 | $5,523-78.7% | $13,208-91.1% | $8,951-86.8% |