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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 | $73,787+352.7% | $98,716+238.4% | $82,448+305.2% |
| Participation rate | 45.9% | 61.4%-15.5pp | 69.3%-23.3pp | 68.1%-22.1pp |
| Annual return | 17.44% | 18.57%-1.1pp | 31.81%-14.4pp | 41.64%-24.2pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,201 | $3,081+36.3% | $4,048+3.8% | $4,139+1.5% |
| Admin fee / account holder | $23,763 | $6,500+265.6% | $8,703+173.0% | $7,234+228.5% |