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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 | $430,002 | $78,520+447.6% | $96,576+345.2% | $82,448+421.5% |
| Participation rate | 64.0% | 77.7%-13.8pp | 81.4%-17.5pp | 68.1%-4.1pp |
| Annual return | 15.25% | 41.30%-26.1pp | 38.47%-23.2pp | 41.64%-26.4pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,402 | $6,754+54.0% | $7,956+30.7% | $4,139+151.3% |
| Admin fee / account holder | $24,520 | $13,455+82.2% | $11,381+115.4% | $7,234+238.9% |