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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 | $255,606 | $77,817+228.5% | $123,553+106.9% | $64,173+298.3% |
| Participation rate | 48.5% | 74.7%-26.2pp | 82.3%-33.8pp | 69.6%-21.0pp |
| Annual return | 9.30% | 12.49%-3.2pp | 119.21%-109.9pp | 7.63%+1.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,740 | $5,240+9.5% | $6,426-10.7% | $3,470+65.4% |
| Admin fee / account holder | $750 | $5,519-86.4% | $9,284-91.9% | $4,887-84.7% |