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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 | $57,073+623.5% | $85,126+385.0% | $80,925+410.2% |
| Participation rate | 67.5% | 56.4%+11.1pp | 67.5%0pp | 67.7%-0.2pp |
| Annual return | 24.66% | 21.69%+3.0pp | 66.63%-42.0pp | 35.65%-11.0pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,692 | $3,113+147.1% | $4,523+70.1% | $4,299+78.9% |
| Admin fee / account holder | $3,634 | $4,988-27.1% | $6,160-41.0% | $6,940-47.6% |