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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 | $300,122 | $88,672+238.5% | $105,223+185.2% | $82,448+264.0% |
| Participation rate | 34.0% | 67.9%-33.9pp | 75.0%-41.0pp | 68.1%-34.0pp |
| Annual return | 13.47% | 30.86%-17.4pp | 180.65%-167.2pp | 41.64%-28.2pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,137 | $4,036-22.3% | $5,072-38.2% | $4,139-24.2% |
| Admin fee / account holder | $1,006 | $7,146-85.9% | $8,859-88.6% | $7,234-86.1% |