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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 | $114,712+217.0% | $173,730+109.3% | $87,485+315.6% |
| Participation rate | 66.7% | 73.0%-6.3pp | 79.6%-12.9pp | 68.9%-2.3pp |
| Annual return | 20.26% | 20.18%+0.1pp | 19.96%+0.3pp | 26.06%-5.8pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,259 | $4,642+56.4% | $6,326+14.7% | $4,274+69.9% |
| Admin fee / account holder | $21,156 | $10,210+107.2% | $17,523+20.7% | $7,775+172.1% |