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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 | $107,666+193.2% | $102,184+208.9% | $154,746+104.0% |
| Participation rate | 53.8% | 83.7%-29.9pp | 82.6%-28.7pp | 80.7%-26.9pp |
| Annual return | 17.86% | 29.33%-11.5pp | 31.58%-13.7pp | 172.34%-154.5pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,542 | $8,719-59.4% | $8,309-57.4% | $6,730-47.4% |
| Admin fee / account holder | $18,124 | $12,943+40.0% | $11,609+56.1% | $14,365+26.2% |