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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 | $278,331 | $48,078+478.9% | $78,676+253.8% | $62,881+342.6% |
| Participation rate | 10.3% | 65.2%-54.9pp | 73.6%-63.2pp | 69.3%-59.0pp |
| Annual return | 7.01% | 31.36%-24.3pp | 62.19%-55.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,700 | $3,206+15.4% | $4,510-18.0% | $4,296-13.9% |