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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 | $346,432 | $81,446+325.4% | $103,374+235.1% | $80,874+328.4% |
| Participation rate | 68.4% | 66.9%+1.6pp | 74.5%-6.1pp | 67.6%+0.8pp |
| Annual return | 13.83% | 25.57%-11.7pp | 24.89%-11.1pp | 35.62%-21.8pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,679 | $3,870+46.7% | $5,058+12.3% | $4,297+32.2% |
| Admin fee / account holder | $1,140 | $6,715-83.0% | $8,394-86.4% | $6,935-83.6% |