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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 | $107,421+228.4% | $182,262+93.5% | $94,015+275.2% |
| Participation rate | 67.9% | 77.8%-9.9pp | 84.2%-16.4pp | 70.8%-3.0pp |
| Annual return | 15.49% | 21.32%-5.8pp | 140.60%-125.1pp | 17.84%-2.4pp |
| Employer contribution / active EE | $934 | $3,448-72.9% | $5,046-81.5% | $2,790-66.5% |
| Participant deferral / active EE | $9,017 | $6,558+37.5% | $8,276+8.9% | $4,249+112.2% |
| Admin fee / account holder | $30,185 | $8,692+247.3% | $16,712+80.6% | $8,951+237.2% |