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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 | $327,393 | $100,073+227.2% | $85,126+284.6% | $145,877+124.4% |
| Participation rate | 68.8% | 74.1%-5.4pp | 67.5%+1.2pp | 80.3%-11.6pp |
| Annual return | 27.22% | 84.11%-56.9pp | 66.63%-39.4pp | 551.28%-524.1pp |
| Employer contribution / active EE | $849 | $3,236-73.8% | $2,731-68.9% | $4,663-81.8% |
| Participant deferral / active EE | $1,561 | $5,294-70.5% | $4,523-65.5% | $6,691-76.7% |
| Admin fee / account holder | $6,358 | $7,261-12.4% | $6,160+3.2% | $13,402-52.6% |