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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 | $1,511,951 | $61,660+2352.1% | $80,022+1789.4% | $64,173+2256.1% |
| Participation rate | 8.6% | 71.7%-63.1pp | 75.8%-67.3pp | 69.6%-61.0pp |
| Annual return | 7.62% | -0.33%+8.0pp | 11.22%-3.6pp | 7.63%0pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $7,928 | $5,417+46.3% | $6,521+21.6% | $4,887+62.2% |