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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 | $354,250 | $86,940+307.5% | $102,434+245.8% | $80,935+337.7% |
| Participation rate | 57.4% | 72.4%-15.0pp | 76.5%-19.1pp | 67.7%-10.3pp |
| Annual return | 17.37% | 18.89%-1.5pp | 29.46%-12.1pp | 35.66%-18.3pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,579 | $4,121+35.4% | $5,055+10.4% | $4,299+29.8% |
| Admin fee / account holder | $3,578 | $8,047-55.5% | $9,462-62.2% | $6,924-48.3% |