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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 | $444,076 | $88,707+400.6% | $74,184+498.6% | $273,972+62.1% |
| Participation rate | 30.0% | 79.4%-49.4pp | 76.6%-46.6pp | 83.0%-53.0pp |
| Annual return | 6.06% | 11.94%-5.9pp | 17.74%-11.7pp | 41.46%-35.4pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,503 | $4,212-64.3% | $3,550-57.7% | $5,287-71.6% |
| Admin fee / account holder | $16,262 | $8,717+86.6% | $5,586+191.1% | $10,133+60.5% |