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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 | $264,547 | $108,825+143.1% | $156,181+69.4% | $82,448+220.9% |
| Participation rate | 48.0% | 72.4%-24.4pp | 78.8%-30.8pp | 68.1%-20.1pp |
| Annual return | 14.10% | 20.59%-6.5pp | 64.87%-50.8pp | 41.64%-27.5pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,646 | $4,577+88.9% | $6,132+41.0% | $4,139+108.9% |
| Admin fee / account holder | $37,631 | $9,341+302.9% | $14,586+158.0% | $7,234+420.2% |