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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 | $353,770 | $184,014+92.3% | $161,149+119.5% | $138,895+154.7% |
| Participation rate | 63.6% | 82.1%-18.4pp | 78.8%-15.2pp | 79.9%-16.3pp |
| Annual return | 13.12% | 21.52%-8.4pp | 21.16%-8.0pp | 145.39%-132.3pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,865 | $6,909-29.6% | $6,153-20.9% | $6,396-23.9% |
| Admin fee / account holder | $16,534 | $18,027-8.3% | $15,194+8.8% | $12,562+31.6% |