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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 | $294,961 | $108,226+172.5% | $77,513+280.5% | $158,950+85.6% |
| Participation rate | 13.3% | 64.4%-51.1pp | 54.2%-40.9pp | 82.0%-68.6pp |
| Annual return | 12.30% | 31.67%-19.4pp | 54.81%-42.5pp | 302.91%-290.6pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $2,456-100.0% | $1,861-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,845 | $3,710-23.3% | $2,859-0.5% | $11,248-74.7% |