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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 | $304,219 | $60,349+404.1% | $74,184+310.1% | $62,881+383.8% |
| Participation rate | 62.5% | 72.7%-10.2pp | 76.6%-14.1pp | 69.3%-6.8pp |
| Annual return | 12.44% | 21.38%-8.9pp | 17.74%-5.3pp | 20.14%-7.7pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,177 | $2,856-23.8% | $3,550-38.7% | $3,203-32.0% |
| Admin fee / account holder | $11,919 | $4,261+179.7% | $5,586+113.4% | $4,296+177.5% |