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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 | $76,834+230.9% | $108,359+134.7% | $87,485+190.7% |
| Participation rate | 59.4% | 61.7%-2.4pp | 70.1%-10.7pp | 68.9%-9.6pp |
| Annual return | 12.97% | 19.09%-6.1pp | 36.89%-23.9pp | 26.06%-13.1pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,563 | $3,100-17.3% | $4,137-38.1% | $4,274-40.0% |
| Admin fee / account holder | $17,602 | $6,537+169.3% | $9,741+80.7% | $7,775+126.4% |