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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 | $77,492+392.2% | $100,398+279.9% | $80,911+371.4% |
| Participation rate | 61.8% | 76.9%-15.1pp | 81.5%-19.7pp | 67.6%-5.9pp |
| Annual return | 22.78% | 37.23%-14.5pp | 49.32%-26.5pp | 35.63%-12.9pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,946-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,541 | $6,817+39.9% | $8,084+18.0% | $4,297+122.0% |
| Admin fee / account holder | $3,640 | $5,892-38.2% | $7,893-53.9% | $6,935-47.5% |