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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 | $284,614 | $88,672+221.0% | $105,223+170.5% | $82,448+245.2% |
| Participation rate | 36.8% | 67.9%-31.1pp | 75.0%-38.2pp | 68.1%-31.2pp |
| Annual return | 13.07% | 30.86%-17.8pp | 180.65%-167.6pp | 41.64%-28.6pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,550 | $4,036-36.8% | $5,072-49.7% | $4,139-38.4% |
| Admin fee / account holder | $3,970 | $7,146-44.4% | $8,859-55.2% | $7,234-45.1% |