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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 | $81,334+210.7% | $113,397+122.9% | $64,097+294.3% |
| Participation rate | 28.8% | 65.6%-36.9pp | 76.5%-47.7pp | 55.2%-26.4pp |
| Annual return | 15.05% | 32.50%-17.5pp | 23.20%-8.2pp | 34.64%-19.6pp |
| Employer contribution / active EE | $0 | $2,077-100.0% | $2,977-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $2,510 | $3,795-33.9% | $5,076-50.6% | $3,080-18.5% |
| Admin fee / account holder | $1,385 | $4,208-67.1% | $11,957-88.4% | $3,454-59.9% |