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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 | $363,614 | $123,478+194.5% | $216,567+67.9% | $94,015+286.8% |
| Participation rate | 66.7% | 75.1%-8.4pp | 81.6%-15.0pp | 70.8%-4.2pp |
| Annual return | 20.26% | 23.61%-3.3pp | 12.94%+7.3pp | 17.84%+2.4pp |
| Employer contribution / active EE | $0 | $3,136-100.0% | $5,216-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $7,259 | $4,556+59.3% | $6,191+17.3% | $4,249+70.8% |
| Admin fee / account holder | $21,156 | $12,753+65.9% | $21,981-3.8% | $8,951+136.3% |