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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 | $337,271 | $145,431+131.9% | $211,142+59.7% | $87,485+285.5% |
| Participation rate | 68.9% | 84.7%-15.9pp | 87.3%-18.4pp | 68.9%0pp |
| Annual return | 16.72% | 27.21%-10.5pp | 46.84%-30.1pp | 26.06%-9.3pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,854 | $6,859+72.8% | $9,284+27.7% | $4,274+177.4% |
| Admin fee / account holder | $3,895 | $17,052-77.2% | $19,076-79.6% | $7,775-49.9% |