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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 | $381,386 | $77,472+392.3% | $100,415+279.8% | $80,959+371.1% |
| Participation rate | 61.8% | 76.9%-15.2pp | 81.5%-19.7pp | 67.7%-5.9pp |
| Annual return | 22.78% | 37.26%-14.5pp | 49.47%-26.7pp | 35.67%-12.9pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,541 | $6,818+39.9% | $8,091+17.9% | $4,300+121.9% |
| Admin fee / account holder | $3,640 | $5,885-38.2% | $7,906-54.0% | $6,925-47.4% |