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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 | $374,285 | $124,980+199.5% | $108,359+245.4% | $154,746+141.9% |
| Participation rate | 47.4% | 75.2%-27.8pp | 70.1%-22.8pp | 80.7%-33.3pp |
| Annual return | 12.84% | 45.00%-32.2pp | 36.89%-24.1pp | 172.34%-159.5pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,273 | $4,743-73.2% | $4,137-69.2% | $6,730-81.1% |
| Admin fee / account holder | $32,254 | $11,502+180.4% | $9,741+231.1% | $14,365+124.5% |