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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 | $288,527 | $76,407+277.6% | $150,298+92.0% | $82,448+250.0% |
| Participation rate | 16.3% | 66.4%-50.1pp | 77.8%-61.5pp | 68.1%-51.8pp |
| Annual return | 19.96% | 39.99%-20.0pp | 62.79%-42.8pp | 41.64%-21.7pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,693 | $3,214-16.2% | $5,453-50.6% | $4,139-34.9% |
| Admin fee / account holder | $18,742 | $6,352+195.1% | $14,116+32.8% | $7,234+159.1% |