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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 | $310,747 | $71,208+336.4% | $93,681+231.7% | $80,911+284.1% |
| Participation rate | 66.7% | 60.4%+6.3pp | 68.7%-2.1pp | 67.6%-1.0pp |
| Annual return | 10.06% | 11.27%-1.2pp | 133.47%-123.4pp | 35.63%-25.6pp |
| Employer contribution / active EE | $1,347 | $1,564-13.9% | $2,422-44.4% | $2,756-51.1% |
| Participant deferral / active EE | $2,461 | $4,035-39.0% | $4,415-44.3% | $4,297-42.7% |
| Admin fee / account holder | $2,611 | $6,951-62.4% | $8,290-68.5% | $6,935-62.3% |