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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 | $93,345+204.9% | $119,126+138.9% | $87,485+225.3% |
| Participation rate | 36.8% | 68.7%-31.9pp | 75.8%-38.9pp | 68.9%-32.1pp |
| Annual return | 13.07% | 19.08%-6.0pp | 282.11%-269.0pp | 26.06%-13.0pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,550 | $4,099-37.8% | $5,318-52.0% | $4,274-40.3% |
| Admin fee / account holder | $3,970 | $8,039-50.6% | $10,693-62.9% | $7,775-48.9% |