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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 | $74,535+406.9% | $100,712+275.1% | $82,637+357.2% |
| Participation rate | 7.1% | 61.2%-54.0pp | 69.3%-62.1pp | 68.1%-60.9pp |
| Annual return | 14.40% | 18.92%-4.5pp | 33.27%-18.9pp | 53.51%-39.1pp |
| Employer contribution / active EE | $757 | $1,503-49.7% | $2,313-67.3% | $2,552-70.4% |
| Participant deferral / active EE | $2,220 | $3,074-27.8% | $4,085-45.7% | $4,126-46.2% |
| Admin fee / account holder | $4,714 | $6,576-28.3% | $9,256-49.1% | $7,339-35.8% |