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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 | $375,921 | $124,980+200.8% | $108,359+246.9% | $154,746+142.9% |
| Participation rate | 66.7% | 75.2%-8.5pp | 70.1%-3.5pp | 80.7%-14.0pp |
| Annual return | 12.88% | 45.00%-32.1pp | 36.89%-24.0pp | 172.34%-159.5pp |
| Employer contribution / active EE | $774 | $2,851-72.8% | $2,399-67.7% | $4,379-82.3% |
| Participant deferral / active EE | $1,936 | $4,743-59.2% | $4,137-53.2% | $6,730-71.2% |
| Admin fee / account holder | $32,962 | $11,502+186.6% | $9,741+238.4% | $14,365+129.5% |