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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 | $58,057+346.0% | $97,032+166.9% | $86,983+197.7% |
| Participation rate | 59.4% | 60.4%-1.0pp | 71.6%-12.2pp | 69.5%-10.2pp |
| Annual return | 16.57% | 22.26%-5.7pp | 35.38%-18.8pp | 25.83%-9.3pp |
| Employer contribution / active EE | $842 | $1,663-49.4% | $2,629-68.0% | $2,584-67.4% |
| Participant deferral / active EE | $9,604 | $3,244+196.1% | $4,672+105.5% | $4,194+129.0% |
| Admin fee / account holder | $1,178 | $4,839-75.7% | $9,418-87.5% | $7,856-85.0% |