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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 | $308,530 | $93,598+229.6% | $135,974+126.9% | $75,173+310.4% |
| Participation rate | 69.2% | 75.2%-6.0pp | 81.9%-12.7pp | 67.2%+2.0pp |
| Annual return | 17.64% | 30.89%-13.2pp | 68.30%-50.7pp | 160.72%-143.1pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,903 | $6,405+7.8% | $7,760-11.0% | $4,126+67.3% |
| Admin fee / account holder | $4,268 | $6,978-38.8% | $10,767-60.4% | $5,651-24.5% |