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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 | $110,137+156.7% | $161,149+75.5% | $82,637+242.2% |
| Participation rate | 44.6% | 72.4%-27.7pp | 78.8%-34.2pp | 68.1%-23.4pp |
| Annual return | 17.77% | 20.69%-2.9pp | 21.16%-3.4pp | 53.51%-35.7pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,543 | $4,575-44.4% | $6,153-58.7% | $4,126-38.4% |
| Admin fee / account holder | $2,357 | $9,467-75.1% | $15,194-84.5% | $7,339-67.9% |