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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 | $280,839 | $139,948+100.7% | $121,663+130.8% | $154,746+81.5% |
| Participation rate | 45.0% | 78.0%-33.0pp | 74.5%-29.5pp | 80.7%-35.7pp |
| Annual return | 13.72% | 230.52%-216.8pp | 147.54%-133.8pp | 172.34%-158.6pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,025 | $5,629-10.7% | $4,887+2.8% | $6,730-25.3% |
| Admin fee / account holder | $2,582 | $17,321-85.1% | $14,289-81.9% | $14,365-82.0% |