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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 | $283,704 | $101,795+178.7% | $165,100+71.8% | $80,959+250.4% |
| Participation rate | 56.2% | 71.8%-15.7pp | 78.6%-22.5pp | 67.7%-11.5pp |
| Annual return | 20.19% | 16.73%+3.5pp | 70.21%-50.0pp | 35.67%-15.5pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,553 | $4,476-43.0% | $6,035-57.7% | $4,300-40.6% |
| Admin fee / account holder | $9,559 | $8,221+16.3% | $12,696-24.7% | $6,925+38.0% |