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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 | $352,731 | $106,524+231.1% | $152,301+131.6% | $87,485+303.2% |
| Participation rate | 67.9% | 75.8%-7.9pp | 82.4%-14.6pp | 68.9%-1.1pp |
| Annual return | 15.49% | 26.89%-11.4pp | 80.50%-65.0pp | 26.06%-10.6pp |
| Employer contribution / active EE | $934 | $3,371-72.3% | $4,624-79.8% | $2,596-64.0% |
| Participant deferral / active EE | $9,017 | $6,525+38.2% | $8,004+12.7% | $4,274+111.0% |
| Admin fee / account holder | $30,185 | $8,287+264.3% | $14,398+109.7% | $7,775+288.2% |