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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 | $57,057+451.8% | $85,009+270.3% | $80,874+289.3% |
| Participation rate | 69.3% | 56.4%+13.0pp | 67.5%+1.8pp | 67.6%+1.7pp |
| Annual return | 11.51% | 21.66%-10.2pp | 66.47%-55.0pp | 35.62%-24.1pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $14,636 | $3,112+370.4% | $4,522+223.7% | $4,297+240.6% |
| Admin fee / account holder | $27,537 | $4,986+452.3% | $6,153+347.6% | $6,935+297.1% |