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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 | $350,433 | $138,386+153.2% | $184,260+90.2% | $80,935+333.0% |
| Participation rate | 42.9% | 83.9%-41.0pp | 86.8%-44.0pp | 67.7%-24.8pp |
| Annual return | 13.87% | 20.02%-6.1pp | 28.84%-15.0pp | 35.66%-21.8pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,601 | $7,076-35.0% | $9,133-49.6% | $4,299+7.0% |
| Admin fee / account holder | $54,111 | $10,489+415.9% | $13,898+289.3% | $6,924+681.5% |