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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 | $270,907 | $81,487+232.5% | $102,412+164.5% | $80,935+234.7% |
| Participation rate | 32.6% | 66.8%-34.2pp | 74.5%-41.9pp | 67.7%-35.1pp |
| Annual return | 14.68% | 25.60%-10.9pp | 24.94%-10.3pp | 35.66%-21.0pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,314 | $3,871-14.4% | $5,060-34.5% | $4,299-22.9% |
| Admin fee / account holder | $20,482 | $6,717+204.9% | $8,388+144.2% | $6,924+195.8% |