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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 | $275,321 | $136,860+101.2% | $120,344+128.8% | $154,746+77.9% |
| Participation rate | 60.0% | 79.9%-19.9pp | 76.7%-16.7pp | 80.7%-20.7pp |
| Annual return | 12.03% | 21.38%-9.3pp | 20.30%-8.3pp | 172.34%-160.3pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,353 | $5,793-7.6% | $5,135+4.3% | $6,730-20.5% |
| Admin fee / account holder | $4,918 | $15,393-68.0% | $12,742-61.4% | $14,365-65.8% |