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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 | $76,834+334.8% | $108,359+208.3% | $87,485+281.8% |
| Participation rate | 45.9% | 61.7%-15.8pp | 70.1%-24.2pp | 68.9%-23.0pp |
| Annual return | 17.44% | 19.09%-1.7pp | 36.89%-19.5pp | 26.06%-8.6pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,201 | $3,100+35.5% | $4,137+1.6% | $4,274-1.7% |
| Admin fee / account holder | $23,763 | $6,537+263.5% | $9,741+144.0% | $7,775+205.6% |