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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 | $262,583 | $99,345+164.3% | $84,753+209.8% | $273,972-4.2% |
| Participation rate | 10.0% | 80.7%-70.7pp | 76.6%-66.6pp | 83.0%-73.0pp |
| Annual return | 4.58% | 22.93%-18.4pp | 22.78%-18.2pp | 41.46%-36.9pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,101 | $6,645-83.4% | $5,333-79.4% | $10,133-89.1% |