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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 | $322,972 | $130,294+147.9% | $170,057+89.9% | $71,529+351.5% |
| Participation rate | 64.5% | 86.2%-21.7pp | 87.0%-22.5pp | 67.9%-3.5pp |
| Annual return | 21.88% | 20.36%+1.5pp | 53.42%-31.5pp | 28.97%-7.1pp |
| Employer contribution / active EE | $0 | $4,385-100.0% | $6,790-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $8,957 | $6,928+29.3% | $10,411-14.0% | $4,291+108.7% |
| Admin fee / account holder | $20,551 | $966+2026.8% | $12,826+60.2% | $1,588+1193.8% |