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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 | $288,060 | $138,393+108.1% | $184,256+56.3% | $80,959+255.8% |
| Participation rate | 58.0% | 83.9%-25.9pp | 86.8%-28.8pp | 67.7%-9.7pp |
| Annual return | 17.15% | 20.01%-2.9pp | 28.85%-11.7pp | 35.67%-18.5pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,295 | $7,076+31.4% | $9,133+1.8% | $4,300+116.2% |
| Admin fee / account holder | $19,127 | $10,489+82.4% | $13,899+37.6% | $6,925+176.2% |