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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 | $334,055 | $83,898+298.2% | $133,346+150.5% | $94,015+255.3% |
| Participation rate | 45.9% | 63.4%-17.4pp | 72.8%-26.9pp | 70.8%-24.9pp |
| Annual return | 17.44% | 16.00%+1.4pp | 36.85%-19.4pp | 17.84%-0.4pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,201 | $3,245+29.5% | $4,332-3.0% | $4,249-1.1% |
| Admin fee / account holder | $23,763 | $7,809+204.3% | $14,264+66.6% | $8,951+165.5% |