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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 | $106,749+230.4% | $145,433+142.5% | $82,448+327.8% |
| Participation rate | 67.9% | 75.6%-7.8pp | 82.1%-14.3pp | 68.1%-0.2pp |
| Annual return | 15.49% | 27.59%-12.1pp | 66.58%-51.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $934 | $3,444-72.9% | $4,554-79.5% | $2,551-63.4% |
| Participant deferral / active EE | $9,017 | $6,519+38.3% | $7,897+14.2% | $4,139+117.8% |
| Admin fee / account holder | $30,185 | $8,390+259.8% | $13,129+129.9% | $7,234+317.3% |