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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 | $95,453+240.7% | $112,040+190.3% | $82,448+294.5% |
| Participation rate | 24.2% | 72.8%-48.5pp | 76.5%-52.3pp | 68.1%-43.8pp |
| Annual return | 13.35% | 23.92%-10.6pp | 24.52%-11.2pp | 41.64%-28.3pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,477 | $4,224-17.7% | $5,098-31.8% | $4,139-16.0% |
| Admin fee / account holder | $1,875 | $9,013-79.2% | $12,098-84.5% | $7,234-74.1% |