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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 | $337,271 | $146,267+130.6% | $197,124+71.1% | $82,448+309.1% |
| Participation rate | 68.9% | 84.0%-15.1pp | 86.7%-17.8pp | 68.1%+0.8pp |
| Annual return | 16.72% | 29.61%-12.9pp | 44.34%-27.6pp | 41.64%-24.9pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $11,854 | $7,035+68.5% | $9,135+29.8% | $4,139+186.4% |
| Admin fee / account holder | $3,895 | $14,422-73.0% | $16,298-76.1% | $7,234-46.2% |