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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 | $267,616 | $94,031+184.6% | $115,768+131.2% | $82,448+224.6% |
| Participation rate | 67.9% | 70.4%-2.6pp | 74.4%-6.5pp | 68.1%-0.2pp |
| Annual return | 15.08% | 20.61%-5.5pp | 100.46%-85.4pp | 41.64%-26.6pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $11,030 | $3,972+177.7% | $4,917+124.3% | $4,139+166.5% |
| Admin fee / account holder | $4,719 | $10,249-54.0% | $12,439-62.1% | $7,234-34.8% |