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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 | $412,898 | $57,140+622.6% | $85,240+384.4% | $80,959+410.0% |
| Participation rate | 67.5% | 56.4%+11.1pp | 67.5%0pp | 67.7%-0.2pp |
| Annual return | 24.66% | 21.71%+2.9pp | 66.75%-42.1pp | 35.67%-11.0pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,692 | $3,115+146.9% | $4,527+69.9% | $4,300+78.9% |
| Admin fee / account holder | $3,634 | $4,992-27.2% | $6,165-41.0% | $6,925-47.5% |