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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 | $551,603 | $185,141+197.9% | $153,416+259.5% | $155,188+255.4% |
| Participation rate | 50.0% | 79.9%-29.9pp | 74.3%-24.3pp | 80.8%-30.8pp |
| Annual return | 9.00% | 18.72%-9.7pp | 17.84%-8.8pp | 148.84%-139.8pp |
| Employer contribution / active EE | $0 | $4,489-100.0% | $3,764-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $15,250 | $5,477+178.4% | $4,723+222.9% | $6,531+133.5% |
| Admin fee / account holder | $3,188 | $16,005-80.1% | $13,095-75.7% | $14,480-78.0% |