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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 | $97,550+167.5% | $120,344+116.8% | $87,485+198.3% |
| Participation rate | 29.0% | 72.8%-43.8pp | 76.7%-47.7pp | 68.9%-39.9pp |
| Annual return | 15.53% | 18.41%-2.9pp | 20.30%-4.8pp | 26.06%-10.5pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,891 | $4,230-31.6% | $5,135-43.7% | $4,274-32.3% |
| Admin fee / account holder | $2,730 | $9,543-71.4% | $12,742-78.6% | $7,775-64.9% |