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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 | $86,922+222.3% | $102,438+173.5% | $80,874+246.4% |
| Participation rate | 68.6% | 72.4%-3.8pp | 76.5%-7.9pp | 67.6%+0.9pp |
| Annual return | 17.83% | 18.90%-1.1pp | 29.37%-11.5pp | 35.62%-17.8pp |
| Employer contribution / active EE | $820 | $2,369-65.4% | $3,024-72.9% | $2,756-70.2% |
| Participant deferral / active EE | $4,455 | $4,119+8.2% | $5,054-11.8% | $4,297+3.7% |
| Admin fee / account holder | $13,210 | $8,050+64.1% | $9,448+39.8% | $6,935+90.5% |