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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 | $81,487+325.1% | $102,412+238.3% | $80,935+328.0% |
| Participation rate | 68.4% | 66.8%+1.6pp | 74.5%-6.1pp | 67.7%+0.8pp |
| Annual return | 13.83% | 25.60%-11.8pp | 24.94%-11.1pp | 35.66%-21.8pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,679 | $3,871+46.7% | $5,060+12.2% | $4,299+32.1% |
| Admin fee / account holder | $1,140 | $6,717-83.0% | $8,388-86.4% | $6,924-83.5% |