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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 | $379,070 | $74,535+408.6% | $100,712+276.4% | $82,637+358.7% |
| Participation rate | 55.2% | 61.2%-6.0pp | 69.3%-14.1pp | 68.1%-12.9pp |
| Annual return | 15.16% | 18.92%-3.8pp | 33.27%-18.1pp | 53.51%-38.4pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,789 | $3,074+120.9% | $4,085+66.2% | $4,126+64.5% |
| Admin fee / account holder | $8,117 | $6,576+23.4% | $9,256-12.3% | $7,339+10.6% |