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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 | $293,253 | $407,956-28.1% | $299,830-2.2% | $198,609+47.7% |
| Participation rate | 60.0% | 83.3%-23.3pp | 78.5%-18.5pp | 82.4%-22.4pp |
| Annual return | 13.90% | 6.66%+7.2pp | 10.58%+3.3pp | 202.70%-188.8pp |
| Employer contribution / active EE | $0 | $7,661-100.0% | $5,842-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,240 | $8,628-50.9% | $7,038-39.8% | $6,977-39.2% |
| Admin fee / account holder | $5,593 | $73,031-92.3% | $50,982-89.0% | $19,030-70.6% |