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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 | $57,140+451.0% | $85,240+269.3% | $80,959+288.9% |
| Participation rate | 69.3% | 56.4%+12.9pp | 67.5%+1.8pp | 67.7%+1.7pp |
| Annual return | 11.51% | 21.71%-10.2pp | 66.75%-55.2pp | 35.67%-24.2pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $14,636 | $3,115+369.8% | $4,527+223.3% | $4,300+240.3% |
| Admin fee / account holder | $27,537 | $4,992+451.6% | $6,165+346.7% | $6,925+297.6% |