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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 | $323,731 | $123,155+162.9% | $108,753+197.7% | $155,188+108.6% |
| Participation rate | 69.6% | 75.6%-6.1pp | 71.1%-1.5pp | 80.8%-11.2pp |
| Annual return | 12.25% | 44.73%-32.5pp | 37.47%-25.2pp | 148.84%-136.6pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,779 | $4,623-18.2% | $4,115-8.1% | $6,531-42.1% |
| Admin fee / account holder | $37,959 | $12,126+213.0% | $10,320+267.8% | $14,480+162.2% |