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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 | $286,512 | $95,404+200.3% | $113,397+152.7% | $82,637+246.7% |
| Participation rate | 63.9% | 72.8%-8.9pp | 76.5%-12.6pp | 68.1%-4.2pp |
| Annual return | 14.22% | 19.08%-4.9pp | 23.20%-9.0pp | 53.51%-39.3pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $9,456 | $4,220+124.1% | $5,076+86.3% | $4,126+129.2% |
| Admin fee / account holder | $2,070 | $9,168-77.4% | $11,957-82.7% | $7,339-71.8% |