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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 | $302,022 | $136,307+121.6% | $177,848+69.8% | $73,497+310.9% |
| Participation rate | 61.9% | 86.1%-24.2pp | 87.7%-25.8pp | 70.7%-8.7pp |
| Annual return | 18.56% | 18.68%-0.1pp | 48.33%-29.8pp | 28.51%-10.0pp |
| Employer contribution / active EE | $0 | $3,712-100.0% | $5,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $7,103 | $5,829+21.9% | $7,714-7.9% | $3,740+89.9% |
| Admin fee / account holder | $3,078 | $596+416.9% | $12,431-75.2% | $513+500.0% |