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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 | $318,039 | $81,331+291.0% | $155,534+104.5% | $80,935+293.0% |
| Participation rate | 57.6% | 66.3%-8.7pp | 78.2%-20.6pp | 67.7%-10.1pp |
| Annual return | 17.59% | 33.37%-15.8pp | 64.92%-47.3pp | 35.66%-18.1pp |
| Employer contribution / active EE | $609 | $3,105-80.4% | $4,675-87.0% | $2,757-77.9% |
| Participant deferral / active EE | $10,574 | $3,454+206.1% | $5,630+87.8% | $4,299+145.9% |
| Admin fee / account holder | $10,653 | $7,999+33.2% | $15,900-33.0% | $6,924+53.8% |