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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 | $301,873 | $72,273+317.7% | $101,275+198.1% | $79,856+278.0% |
| Participation rate | 29.1% | 68.5%-39.4pp | 75.8%-46.7pp | 69.6%-40.6pp |
| Annual return | 14.90% | 22.30%-7.4pp | 46.48%-31.6pp | 31.71%-16.8pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,498 | $3,282-23.9% | $4,371-42.8% | $3,741-33.2% |
| Admin fee / account holder | $1,130 | $4,401-74.3% | $5,948-81.0% | $5,306-78.7% |