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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 | $254,682 | $106,524+139.1% | $152,301+67.2% | $87,485+191.1% |
| Participation rate | 64.5% | 75.8%-11.2pp | 82.4%-17.9pp | 68.9%-4.4pp |
| Annual return | 18.20% | 26.89%-8.7pp | 80.50%-62.3pp | 26.06%-7.9pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,469 | $6,525-0.9% | $8,004-19.2% | $4,274+51.4% |
| Admin fee / account holder | $1,736 | $8,287-79.0% | $14,398-87.9% | $7,775-77.7% |