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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 | $349,735 | $115,225+203.5% | $100,712+247.3% | $138,895+151.8% |
| Participation rate | 57.1% | 74.3%-17.2pp | 69.3%-12.1pp | 79.9%-22.8pp |
| Annual return | 11.30% | 40.35%-29.1pp | 33.27%-22.0pp | 145.39%-134.1pp |
| Employer contribution / active EE | $1,384 | $2,771-50.0% | $2,313-40.1% | $4,194-67.0% |
| Participant deferral / active EE | $9,621 | $4,699+104.7% | $4,085+135.5% | $6,396+50.4% |
| Admin fee / account holder | $3,875 | $10,844-64.3% | $9,256-58.1% | $12,562-69.2% |