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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 | $330,292 | $184,014+79.5% | $161,149+105.0% | $138,895+137.8% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.8%-28.8pp | 79.9%-29.9pp |
| Annual return | 11.26% | 21.52%-10.3pp | 21.16%-9.9pp | 145.39%-134.1pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,591 | $6,909-19.1% | $6,153-9.1% | $6,396-12.6% |
| Admin fee / account holder | $184,043 | $18,027+920.9% | $15,194+1111.3% | $12,562+1365.1% |