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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 | $108,825+234.1% | $156,181+132.8% | $82,448+341.0% |
| Participation rate | 66.7% | 72.4%-5.7pp | 78.8%-12.2pp | 68.1%-1.4pp |
| Annual return | 20.26% | 20.59%-0.3pp | 64.87%-44.6pp | 41.64%-21.4pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,259 | $4,577+58.6% | $6,132+18.4% | $4,139+75.4% |
| Admin fee / account holder | $21,156 | $9,341+126.5% | $14,586+45.0% | $7,234+192.4% |