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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 | $299,629 | $76,371+292.3% | $93,621+220.0% | $72,976+310.6% |
| Participation rate | 63.6% | 71.8%-8.1pp | 75.8%-12.2pp | 69.5%-5.9pp |
| Annual return | 20.34% | 25.82%-5.5pp | 32.76%-12.4pp | 81.02%-60.7pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,195 | $3,538+75.1% | $4,070+52.2% | $3,608+71.7% |
| Admin fee / account holder | $6,888 | $6,839+0.7% | $7,890-12.7% | $5,124+34.4% |