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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 | $73,787+413.7% | $98,716+284.0% | $82,448+359.8% |
| Participation rate | 55.2% | 61.4%-6.2pp | 69.3%-14.1pp | 68.1%-12.9pp |
| Annual return | 15.16% | 18.57%-3.4pp | 31.81%-16.7pp | 41.64%-26.5pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,789 | $3,081+120.3% | $4,048+67.7% | $4,139+64.0% |
| Admin fee / account holder | $8,117 | $6,500+24.9% | $8,703-6.7% | $7,234+12.2% |