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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 | $100,194+186.0% | $122,979+133.0% | $86,983+229.4% |
| Participation rate | 63.9% | 73.0%-9.1pp | 77.2%-13.3pp | 69.5%-5.7pp |
| Annual return | 14.22% | 16.47%-2.3pp | 20.12%-5.9pp | 25.83%-11.6pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $9,456 | $4,133+128.8% | $5,003+89.0% | $4,194+125.5% |
| Admin fee / account holder | $2,070 | $10,148-79.6% | $12,864-83.9% | $7,856-73.7% |