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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 | $361,332 | $101,795+255.0% | $165,100+118.9% | $80,959+346.3% |
| Participation rate | 18.5% | 71.8%-53.3pp | 78.6%-60.1pp | 67.7%-49.1pp |
| Annual return | 11.22% | 16.73%-5.5pp | 70.21%-59.0pp | 35.67%-24.4pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,028 | $4,476-10.0% | $6,035-33.3% | $4,300-6.3% |
| Admin fee / account holder | $12,265 | $8,221+49.2% | $12,696-3.4% | $6,925+77.1% |