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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 | $518,150 | $161,352+221.1% | $134,172+286.2% | $137,256+277.5% |
| Participation rate | 66.7% | 78.3%-11.6pp | 72.5%-5.8pp | 80.0%-13.3pp |
| Annual return | 17.41% | 28.72%-11.3pp | 25.30%-7.9pp | 220.34%-202.9pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,720 | $5,552-51.0% | $4,690-42.0% | $6,407-57.5% |
| Admin fee / account holder | $433 | $15,028-97.1% | $12,016-96.4% | $12,270-96.5% |