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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 | $467,791 | $201,344+132.3% | $184,243+153.9% | $145,877+220.7% |
| Participation rate | 61.5% | 87.5%-26.0pp | 86.8%-25.3pp | 80.3%-18.8pp |
| Annual return | 29.59% | 29.01%+0.6pp | 28.82%+0.8pp | 551.28%-521.7pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,494 | $9,807-44.0% | $9,132-39.8% | $6,691-17.9% |
| Admin fee / account holder | $5,642 | $16,382-65.6% | $13,914-59.5% | $13,402-57.9% |