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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 | $343,596 | $52,279+557.2% | $89,435+284.2% | $79,856+330.3% |
| Participation rate | 60.6% | 57.5%+3.1pp | 68.0%-7.4pp | 69.6%-9.0pp |
| Annual return | 18.42% | 22.16%-3.7pp | 245.55%-227.1pp | 31.71%-13.3pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,563 | $2,740+66.5% | $3,890+17.3% | $3,741+22.0% |
| Admin fee / account holder | $983 | $3,356-70.7% | $4,884-79.9% | $5,306-81.5% |