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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 | $255,692 | $65,027+293.2% | $90,970+181.1% | $79,852+220.2% |
| Participation rate | 50.0% | 61.6%-11.6pp | 69.0%-19.0pp | 69.6%-19.6pp |
| Annual return | 20.13% | 30.45%-10.3pp | 134.58%-114.4pp | 31.72%-11.6pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,451 | $2,512+77.2% | $3,373+31.9% | $3,740+19.0% |
| Admin fee / account holder | $4,746 | $4,535+4.7% | $5,960-20.4% | $5,306-10.6% |