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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 | $100,194+224.6% | $122,979+164.5% | $86,983+273.9% |
| Participation rate | 24.2% | 73.0%-48.7pp | 77.2%-52.9pp | 69.5%-45.3pp |
| Annual return | 13.35% | 16.47%-3.1pp | 20.12%-6.8pp | 25.83%-12.5pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,477 | $4,133-15.9% | $5,003-30.5% | $4,194-17.1% |
| Admin fee / account holder | $1,875 | $10,148-81.5% | $12,864-85.4% | $7,856-76.1% |