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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 | $489,210 | $84,953+475.9% | $163,379+199.4% | $82,637+492.0% |
| Participation rate | 67.9% | 65.9%+1.9pp | 76.8%-9.0pp | 68.1%-0.2pp |
| Annual return | 15.78% | 23.07%-7.3pp | 63.41%-47.6pp | 53.51%-37.7pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $9,966 | $4,326+130.4% | $6,282+58.7% | $4,126+141.5% |
| Admin fee / account holder | $76,370 | $7,921+864.1% | $9,818+677.9% | $7,339+940.6% |