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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 | $260,937 | $95,404+173.5% | $113,397+130.1% | $82,637+215.8% |
| Participation rate | 29.0% | 72.8%-43.8pp | 76.5%-47.5pp | 68.1%-39.0pp |
| Annual return | 15.53% | 19.08%-3.5pp | 23.20%-7.7pp | 53.51%-38.0pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,891 | $4,220-31.5% | $5,076-43.0% | $4,126-29.9% |
| Admin fee / account holder | $2,730 | $9,168-70.2% | $11,957-77.2% | $7,339-62.8% |