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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 | $326,529 | $88,707+268.1% | $74,184+340.2% | $273,972+19.2% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 3.18% | 11.94%-8.8pp | 17.74%-14.6pp | 41.46%-38.3pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,465 | $4,212+6.0% | $3,550+25.8% | $5,287-15.6% |
| Admin fee / account holder | $39,492 | $8,717+353.1% | $5,586+607.0% | $10,133+289.8% |