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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 | $309,024 | $71,215+333.9% | $93,696+229.8% | $80,935+281.8% |
| Participation rate | 34.2% | 60.4%-26.2pp | 68.7%-34.5pp | 67.7%-33.4pp |
| Annual return | 18.56% | 11.27%+7.3pp | 133.74%-115.2pp | 35.66%-17.1pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,011 | $4,037-0.6% | $4,417-9.2% | $4,299-6.7% |
| Admin fee / account holder | $46,887 | $6,958+573.9% | $8,287+465.8% | $6,924+577.1% |