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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 | $252,709 | $79,867+216.4% | $120,344+110.0% | $64,340+292.8% |
| Participation rate | 28.8% | 63.0%-34.2pp | 76.7%-48.0pp | 55.2%-26.5pp |
| Annual return | 15.05% | 21.10%-6.1pp | 20.30%-5.3pp | 24.14%-9.1pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,020-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $2,510 | $3,593-30.1% | $5,135-51.1% | $2,980-15.8% |
| Admin fee / account holder | $1,385 | $5,039-72.5% | $12,742-89.1% | $3,703-62.6% |