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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 | $325,230 | $97,550+233.4% | $120,344+170.3% | $87,485+271.8% |
| Participation rate | 24.2% | 72.8%-48.6pp | 76.7%-52.5pp | 68.9%-44.7pp |
| Annual return | 13.35% | 18.41%-5.1pp | 20.30%-7.0pp | 26.06%-12.7pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,477 | $4,230-17.8% | $5,135-32.3% | $4,274-18.6% |
| Admin fee / account holder | $1,875 | $9,543-80.4% | $12,742-85.3% | $7,775-75.9% |