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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 | $389,591 | $155,555+150.5% | $146,866+165.3% | $155,188+151.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 10.61% | 115.41%-104.8pp | 102.85%-92.2pp | 148.84%-138.2pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,120 | $8,044-48.8% | $7,759-46.9% | $6,531-36.9% |
| Admin fee / account holder | $19,476 | $14,755+32.0% | $13,620+43.0% | $14,480+34.5% |