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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 | $393,049 | $93,064+322.3% | $74,577+427.0% | $273,972+43.5% |
| Participation rate | 60.0% | 74.9%-14.9pp | 68.1%-8.1pp | 83.0%-23.0pp |
| Annual return | 7.21% | 26.18%-19.0pp | 20.47%-13.3pp | 41.46%-34.2pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,069 | $4,160-50.3% | $3,458-40.2% | $5,287-60.9% |
| Admin fee / account holder | $23,821 | $5,273+351.8% | $4,138+475.7% | $10,133+135.1% |