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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 | $259,596 | $106,864+142.9% | $147,318+76.2% | $82,637+214.1% |
| Participation rate | 69.2% | 75.5%-6.3pp | 82.1%-12.8pp | 68.1%+1.2pp |
| Annual return | 15.28% | 27.49%-12.2pp | 70.43%-55.2pp | 53.51%-38.2pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,376 | $6,496-1.8% | $7,906-19.4% | $4,126+54.5% |
| Admin fee / account holder | $2,124 | $8,415-74.8% | $13,708-84.5% | $7,339-71.1% |