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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 | $274,633 | $146,267+87.8% | $197,124+39.3% | $82,448+233.1% |
| Participation rate | 51.9% | 84.0%-32.2pp | 86.7%-34.9pp | 68.1%-16.2pp |
| Annual return | 18.74% | 29.61%-10.9pp | 44.34%-25.6pp | 41.64%-22.9pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,745 | $7,035-4.1% | $9,135-26.2% | $4,139+62.9% |
| Admin fee / account holder | $23,560 | $14,422+63.4% | $16,298+44.6% | $7,234+225.7% |