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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 | $457,953 | $40,264+1037.4% | $57,349+698.5% | $59,633+667.9% |
| Participation rate | 68.8% | 69.2%-0.4pp | 75.1%-6.3pp | 68.7%+0.1pp |
| Annual return | -1.38% | 27.51%-28.9pp | 24.40%-25.8pp | 2041.40%-2042.8pp |
| Employer contribution / active EE | $1,744 | $1,922-9.3% | $2,689-35.2% | $2,203-20.8% |
| Participant deferral / active EE | $3,234 | $2,400+34.8% | $3,162+2.3% | $3,192+1.3% |
| Admin fee / account holder | $14,606 | $2,819+418.1% | $3,356+335.2% | $4,297+239.9% |