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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 | $269,850 | $124,425+116.9% | $112,040+140.9% | $137,256+96.6% |
| Participation rate | 61.9% | 79.3%-17.4pp | 76.5%-14.6pp | 80.0%-18.1pp |
| Annual return | 13.38% | 24.72%-11.3pp | 24.52%-11.1pp | 220.34%-207.0pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,382 | $5,718+11.6% | $5,098+25.2% | $6,407-0.4% |
| Admin fee / account holder | $2,301 | $15,207-84.9% | $12,098-81.0% | $12,270-81.2% |