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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 | $730,339 | $155,555+369.5% | $146,866+397.3% | $155,188+370.6% |
| Participation rate | 55.6% | 84.0%-28.4pp | 82.5%-27.0pp | 80.8%-25.2pp |
| Annual return | 14.29% | 115.41%-101.1pp | 102.85%-88.6pp | 148.84%-134.5pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $12,472 | $8,044+55.0% | $7,759+60.7% | $6,531+91.0% |
| Admin fee / account holder | $47,693 | $14,755+223.2% | $13,620+250.2% | $14,480+229.4% |