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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 | $627,989 | $228,352+175.0% | $185,827+237.9% | $158,950+295.1% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 4.63% | 40.81%-36.2pp | 35.96%-31.3pp | 302.91%-298.3pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $12,000 | $6,416+87.0% | $5,633+113.0% | $5,983+100.6% |
| Admin fee / account holder | $274,896 | $11,867+2216.6% | $9,502+2793.2% | $11,248+2343.9% |