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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 | $262,554 | $71,197+268.8% | $93,669+180.3% | $80,925+224.4% |
| Participation rate | 66.7% | 60.4%+6.3pp | 68.7%-2.1pp | 67.7%-1.0pp |
| Annual return | 14.35% | 11.27%+3.1pp | 133.59%-119.2pp | 35.65%-21.3pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,432 | $4,036+84.2% | $4,416+68.3% | $4,299+72.9% |
| Admin fee / account holder | $14,822 | $6,959+113.0% | $8,291+78.8% | $6,940+113.6% |