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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 | $280,130 | $86,938+222.2% | $102,423+173.5% | $80,925+246.2% |
| Participation rate | 68.6% | 72.4%-3.8pp | 76.5%-7.9pp | 67.7%+0.9pp |
| Annual return | 17.83% | 18.89%-1.1pp | 29.42%-11.6pp | 35.65%-17.8pp |
| Employer contribution / active EE | $820 | $2,369-65.4% | $3,023-72.9% | $2,756-70.2% |
| Participant deferral / active EE | $4,455 | $4,120+8.1% | $5,054-11.9% | $4,299+3.6% |
| Admin fee / account holder | $13,210 | $8,053+64.0% | $9,455+39.7% | $6,940+90.3% |