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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 | $314,815 | $57,073+451.6% | $85,126+269.8% | $80,925+289.0% |
| Participation rate | 69.3% | 56.4%+12.9pp | 67.5%+1.8pp | 67.7%+1.7pp |
| Annual return | 11.51% | 21.69%-10.2pp | 66.63%-55.1pp | 35.65%-24.1pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $14,636 | $3,113+370.1% | $4,523+223.6% | $4,299+240.5% |
| Admin fee / account holder | $27,537 | $4,988+452.1% | $6,160+347.0% | $6,940+296.8% |