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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 | $445,274 | $199,109+123.6% | $173,730+156.3% | $154,746+187.7% |
| Participation rate | 68.2% | 82.8%-14.6pp | 79.6%-11.4pp | 80.7%-12.5pp |
| Annual return | 16.78% | 20.02%-3.2pp | 19.96%-3.2pp | 172.34%-155.6pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,791 | $7,113+51.7% | $6,326+70.6% | $6,730+60.3% |
| Admin fee / account holder | $33,385 | $20,916+59.6% | $17,523+90.5% | $14,365+132.4% |