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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 | $272,678 | $78,015+249.5% | $178,505+52.8% | $80,959+236.8% |
| Participation rate | 64.3% | 65.7%-1.4pp | 77.1%-12.8pp | 67.7%-3.4pp |
| Annual return | 17.59% | 18.10%-0.5pp | 27.16%-9.6pp | 35.67%-18.1pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,016 | $4,406+104.6% | $6,280+43.6% | $4,300+109.7% |
| Admin fee / account holder | $13,041 | $7,160+82.1% | $10,428+25.1% | $6,925+88.3% |