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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 | $558,965 | $211,288+164.6% | $178,540+213.1% | $145,884+283.2% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 15.68% | 30.27%-14.6pp | 27.15%-11.5pp | 551.85%-536.2pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,250 | $6,967-24.6% | $6,281-16.4% | $6,690-21.5% |
| Admin fee / account holder | $7,328 | $12,105-39.5% | $10,424-29.7% | $13,392-45.3% |