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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 | $391,490 | $84,953+360.8% | $163,379+139.6% | $82,637+373.7% |
| Participation rate | 52.0% | 65.9%-13.9pp | 76.8%-24.8pp | 68.1%-16.1pp |
| Annual return | 14.40% | 23.07%-8.7pp | 63.41%-49.0pp | 53.51%-39.1pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,350 | $4,326+23.7% | $6,282-14.8% | $4,126+29.7% |
| Admin fee / account holder | $4,589 | $7,921-42.1% | $9,818-53.3% | $7,339-37.5% |