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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 | $261,704 | $101,752+157.2% | $164,928+58.7% | $80,911+223.4% |
| Participation rate | 47.2% | 71.8%-24.6pp | 78.6%-31.4pp | 67.6%-20.4pp |
| Annual return | 14.38% | 16.73%-2.4pp | 70.08%-55.7pp | 35.63%-21.3pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,645 | $4,477-40.9% | $6,034-56.2% | $4,297-38.4% |
| Admin fee / account holder | $10,411 | $8,218+26.7% | $12,684-17.9% | $6,935+50.1% |