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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 | $264,432 | $136,860+93.2% | $120,344+119.7% | $154,746+70.9% |
| Participation rate | 62.5% | 79.9%-17.4pp | 76.7%-14.2pp | 80.7%-18.2pp |
| Annual return | 13.60% | 21.38%-7.8pp | 20.30%-6.7pp | 172.34%-158.7pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,480 | $5,793+11.9% | $5,135+26.2% | $6,730-3.7% |
| Admin fee / account holder | $305 | $15,393-98.0% | $12,742-97.6% | $14,365-97.9% |