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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 | $449,909 | $201,370+123.4% | $184,256+144.2% | $145,897+208.4% |
| Participation rate | 40.0% | 87.5%-47.5pp | 86.8%-46.8pp | 80.3%-40.3pp |
| Annual return | 12.05% | 29.05%-17.0pp | 28.85%-16.8pp | 552.29%-540.2pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,183 | $9,808-26.8% | $9,133-21.4% | $6,689+7.4% |
| Admin fee / account holder | $4,893 | $16,364-70.1% | $13,899-64.8% | $13,390-63.5% |