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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 | $254,276 | $74,535+241.1% | $100,712+152.5% | $82,637+207.7% |
| Participation rate | 59.4% | 61.2%-1.8pp | 69.3%-9.9pp | 68.1%-8.7pp |
| Annual return | 12.97% | 18.92%-6.0pp | 33.27%-20.3pp | 53.51%-40.5pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,563 | $3,074-16.6% | $4,085-37.3% | $4,126-37.9% |
| Admin fee / account holder | $17,602 | $6,576+167.7% | $9,256+90.2% | $7,339+139.8% |