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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 | $315,671 | $97,289+224.5% | $92,805+240.1% | $155,188+103.4% |
| Participation rate | 53.8% | 84.2%-30.3pp | 83.5%-29.7pp | 80.8%-27.0pp |
| Annual return | 17.86% | 29.03%-11.2pp | 31.59%-13.7pp | 148.84%-131.0pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,542 | $8,795-59.7% | $8,448-58.1% | $6,531-45.8% |
| Admin fee / account holder | $18,124 | $12,015+50.8% | $10,911+66.1% | $14,480+25.2% |