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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 | $377,805 | $73,787+412.0% | $98,716+282.7% | $82,448+358.2% |
| Participation rate | 7.1% | 61.4%-54.3pp | 69.3%-62.2pp | 68.1%-60.9pp |
| Annual return | 14.40% | 18.57%-4.2pp | 31.81%-17.4pp | 41.64%-27.2pp |
| Employer contribution / active EE | $757 | $1,511-49.9% | $2,279-66.8% | $2,551-70.3% |
| Participant deferral / active EE | $2,220 | $3,081-28.0% | $4,048-45.2% | $4,139-46.4% |
| Admin fee / account holder | $4,714 | $6,500-27.5% | $8,703-45.8% | $7,234-34.8% |