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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 | $126,661+313.3% | $113,397+361.6% | $138,895+276.9% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.5%-16.5pp | 79.9%-19.9pp |
| Annual return | 19.73% | 25.05%-5.3pp | 23.20%-3.5pp | 145.39%-125.7pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,296 | $5,693-42.1% | $5,076-35.1% | $6,396-48.5% |
| Admin fee / account holder | $11,989 | $14,549-17.6% | $11,957+0.3% | $12,562-4.6% |