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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 | $324,938 | $74,535+336.0% | $100,712+222.6% | $82,637+293.2% |
| Participation rate | 48.7% | 61.2%-12.5pp | 69.3%-20.6pp | 68.1%-19.3pp |
| Annual return | 13.55% | 18.92%-5.4pp | 33.27%-19.7pp | 53.51%-40.0pp |
| Employer contribution / active EE | $3,356 | $1,503+123.4% | $2,313+45.1% | $2,552+31.5% |
| Participant deferral / active EE | $5,559 | $3,074+80.9% | $4,085+36.1% | $4,126+34.7% |
| Admin fee / account holder | $49,729 | $6,576+656.2% | $9,256+437.2% | $7,339+577.6% |