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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 | $328,623 | $69,444+373.2% | $92,985+253.4% | $87,485+275.6% |
| Participation rate | 4.1% | 63.3%-59.2pp | 69.5%-65.4pp | 68.9%-64.8pp |
| Annual return | 14.82% | 23.85%-9.0pp | 27.99%-13.2pp | 26.06%-11.2pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,364-100.0% | $4,377-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,864 | $6,137-69.6% | $9,463-80.3% | $7,775-76.0% |