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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 | $297,114 | $108,825+173.0% | $156,181+90.2% | $82,448+260.4% |
| Participation rate | 60.5% | 72.4%-11.9pp | 78.8%-18.4pp | 68.1%-7.6pp |
| Annual return | 26.36% | 20.59%+5.8pp | 64.87%-38.5pp | 41.64%-15.3pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,733 | $4,577+47.1% | $6,132+9.8% | $4,139+62.7% |
| Admin fee / account holder | $6,462 | $9,341-30.8% | $14,586-55.7% | $7,234-10.7% |