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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 | $267,430 | $74,535+258.8% | $100,712+165.5% | $82,637+223.6% |
| Participation rate | 39.7% | 61.2%-21.5pp | 69.3%-29.6pp | 68.1%-28.3pp |
| Annual return | 13.18% | 18.92%-5.7pp | 33.27%-20.1pp | 53.51%-40.3pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,268 | $3,074+38.8% | $4,085+4.5% | $4,126+3.4% |
| Admin fee / account holder | $70,426 | $6,576+971.0% | $9,256+660.8% | $7,339+859.6% |