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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 | $523,484 | $136,860+282.5% | $120,344+335.0% | $154,746+238.3% |
| Participation rate | 60.0% | 79.9%-19.9pp | 76.7%-16.7pp | 80.7%-20.7pp |
| Annual return | 19.73% | 21.38%-1.7pp | 20.30%-0.6pp | 172.34%-152.6pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,296 | $5,793-43.1% | $5,135-35.8% | $6,730-51.0% |
| Admin fee / account holder | $11,989 | $15,393-22.1% | $12,742-5.9% | $14,365-16.5% |