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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 | $266,404 | $86,938+206.4% | $102,423+160.1% | $80,925+229.2% |
| Participation rate | 65.5% | 72.4%-6.9pp | 76.5%-11.0pp | 67.7%-2.2pp |
| Annual return | 20.25% | 18.89%+1.4pp | 29.42%-9.2pp | 35.65%-15.4pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $15,038 | $4,120+265.0% | $5,054+197.5% | $4,299+249.8% |
| Admin fee / account holder | $44,599 | $8,053+453.9% | $9,455+371.7% | $6,940+542.6% |