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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 | $308,037 | $106,524+189.2% | $152,301+102.3% | $87,485+252.1% |
| Participation rate | 59.4% | 75.8%-16.4pp | 82.4%-23.1pp | 68.9%-9.6pp |
| Annual return | 19.25% | 26.89%-7.6pp | 80.50%-61.2pp | 26.06%-6.8pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,180 | $6,525-5.3% | $8,004-22.8% | $4,274+44.6% |
| Admin fee / account holder | $5,607 | $8,287-32.3% | $14,398-61.1% | $7,775-27.9% |