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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 | $711,398 | $100,970+604.6% | $96,576+636.6% | $137,256+418.3% |
| Participation rate | 46.2% | 82.6%-36.5pp | 81.4%-35.3pp | 80.0%-33.8pp |
| Annual return | 14.93% | 38.16%-23.2pp | 38.47%-23.5pp | 220.34%-205.4pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,794 | $8,286-42.1% | $7,956-39.7% | $6,407-25.2% |
| Admin fee / account holder | $1,597 | $11,312-85.9% | $11,381-86.0% | $12,270-87.0% |