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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 | $370,079 | $85,024+335.3% | $70,544+424.6% | $139,466+165.4% |
| Participation rate | 63.6% | 73.9%-10.3pp | 68.4%-4.7pp | 80.3%-16.7pp |
| Annual return | 21.19% | 30.39%-9.2pp | 32.79%-11.6pp | 373.66%-352.5pp |
| Employer contribution / active EE | $1,431 | $3,912-63.4% | $2,976-51.9% | $4,754-69.9% |
| Participant deferral / active EE | $6,706 | $5,891+13.8% | $4,568+46.8% | $6,712-0.1% |
| Admin fee / account holder | $1,927 | $8,928-78.4% | $6,427-70.0% | $11,409-83.1% |