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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 | $591,126 | $181,896+225.0% | $156,551+277.6% | $273,972+115.8% |
| Participation rate | 7.7% | 88.4%-80.7pp | 84.0%-76.3pp | 83.0%-75.3pp |
| Annual return | 4.68% | 30.74%-26.1pp | 32.23%-27.5pp | 41.46%-36.8pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $7,430 | $15,560-52.2% | $13,028-43.0% | $10,133-26.7% |