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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 | $860,895 | $78,520+996.4% | $96,576+791.4% | $82,448+944.2% |
| Participation rate | 60.3% | 77.7%-17.5pp | 81.4%-21.2pp | 68.1%-7.8pp |
| Annual return | 16.28% | 41.30%-25.0pp | 38.47%-22.2pp | 41.64%-25.4pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,694 | $6,754+28.7% | $7,956+9.3% | $4,139+110.0% |
| Admin fee / account holder | $9,244 | $13,455-31.3% | $11,381-18.8% | $7,234+27.8% |