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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 | $293,147 | $65,395+348.3% | $182,558+60.6% | $72,976+301.7% |
| Participation rate | 17.6% | 65.4%-47.8pp | 78.0%-60.3pp | 69.5%-51.8pp |
| Annual return | 18.75% | 27.68%-8.9pp | 148.59%-129.8pp | 81.02%-62.3pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,542 | $3,563-56.7% | $5,526-72.1% | $3,608-57.3% |
| Admin fee / account holder | $1,891 | $4,245-55.4% | $8,594-78.0% | $5,124-63.1% |