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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 | $99,875+253.2% | $146,866+140.2% | $86,983+305.5% |
| Participation rate | 67.9% | 75.8%-7.9pp | 82.5%-14.7pp | 69.5%-1.7pp |
| Annual return | 15.49% | 28.10%-12.6pp | 102.85%-87.4pp | 25.83%-10.3pp |
| Employer contribution / active EE | $934 | $3,224-71.0% | $4,425-78.9% | $2,584-63.9% |
| Participant deferral / active EE | $9,017 | $6,322+42.6% | $7,759+16.2% | $4,194+115.0% |
| Admin fee / account holder | $30,185 | $7,838+285.1% | $13,620+121.6% | $7,856+284.2% |