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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 | $343,339 | $63,082+444.3% | $81,716+320.2% | $79,852+330.0% |
| Participation rate | 25.8% | 67.5%-41.7pp | 72.0%-46.2pp | 69.6%-43.8pp |
| Annual return | 13.02% | 22.66%-9.6pp | 29.49%-16.5pp | 31.72%-18.7pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,084 | $2,780+10.9% | $7,108-56.6% | $3,740-17.5% |
| Admin fee / account holder | $12,660 | $4,428+185.9% | $5,159+145.4% | $5,306+138.6% |