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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 | $115,225+226.2% | $100,712+273.3% | $138,895+170.7% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 12.88% | 40.35%-27.5pp | 33.27%-20.4pp | 145.39%-132.5pp |
| Employer contribution / active EE | $774 | $2,771-72.1% | $2,313-66.5% | $4,194-81.5% |
| Participant deferral / active EE | $1,936 | $4,699-58.8% | $4,085-52.6% | $6,396-69.7% |
| Admin fee / account holder | $32,962 | $10,844+204.0% | $9,256+256.1% | $12,562+162.4% |