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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 | $77,358+455.9% | $102,184+320.8% | $87,485+391.5% |
| Participation rate | 64.0% | 78.7%-14.7pp | 82.6%-18.6pp | 68.9%-5.0pp |
| Annual return | 15.25% | 41.11%-25.9pp | 31.58%-16.3pp | 26.06%-10.8pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,402 | $6,753+54.1% | $8,309+25.2% | $4,274+143.4% |
| Admin fee / account holder | $24,520 | $6,809+260.1% | $11,609+111.2% | $7,775+215.4% |