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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 | $387,324 | $146,267+164.8% | $197,124+96.5% | $82,448+369.8% |
| Participation rate | 58.5% | 84.0%-25.6pp | 86.7%-28.3pp | 68.1%-9.6pp |
| Annual return | 13.30% | 29.61%-16.3pp | 44.34%-31.0pp | 41.64%-28.3pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $11,115 | $7,035+58.0% | $9,135+21.7% | $4,139+168.5% |
| Admin fee / account holder | $14,185 | $14,422-1.6% | $16,298-13.0% | $7,234+96.1% |