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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 | $330,209 | $125,797+162.5% | $170,043+94.2% | $75,173+339.3% |
| Participation rate | 52.2% | 83.6%-31.4pp | 87.0%-34.8pp | 67.2%-15.0pp |
| Annual return | 24.32% | 27.20%-2.9pp | 53.40%-29.1pp | 160.72%-136.4pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $10,101 | $6,838+47.7% | $10,410-3.0% | $4,126+144.8% |
| Admin fee / account holder | $4,072 | $8,177-50.2% | $12,824-68.2% | $5,651-27.9% |