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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 | $262,835 | $93,598+180.8% | $135,974+93.3% | $75,173+249.6% |
| Participation rate | 66.7% | 75.2%-8.5pp | 81.9%-15.3pp | 67.2%-0.5pp |
| Annual return | 18.11% | 30.89%-12.8pp | 68.30%-50.2pp | 160.72%-142.6pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,519 | $6,405-29.4% | $7,760-41.8% | $4,126+9.5% |
| Admin fee / account holder | $774 | $6,978-88.9% | $10,767-92.8% | $5,651-86.3% |