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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 | $282,758 | $114,712+146.5% | $173,730+62.8% | $87,485+223.2% |
| Participation rate | 44.6% | 73.0%-28.4pp | 79.6%-34.9pp | 68.9%-24.3pp |
| Annual return | 17.77% | 20.18%-2.4pp | 19.96%-2.2pp | 26.06%-8.3pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,543 | $4,642-45.2% | $6,326-59.8% | $4,274-40.5% |
| Admin fee / account holder | $2,357 | $10,210-76.9% | $17,523-86.5% | $7,775-69.7% |