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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 | $362,922 | $177,156+104.9% | $147,027+146.8% | $154,746+134.5% |
| Participation rate | 42.9% | 79.4%-36.5pp | 73.7%-30.9pp | 80.7%-37.8pp |
| Annual return | 12.84% | 21.94%-9.1pp | 20.23%-7.4pp | 172.34%-159.5pp |
| Employer contribution / active EE | $0 | $4,336-100.0% | $3,626-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,604 | $14,904-82.5% | $12,223-78.7% | $14,365-81.9% |