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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 | $77,358+1012.9% | $102,184+742.5% | $87,485+884.1% |
| Participation rate | 60.3% | 78.7%-18.4pp | 82.6%-22.3pp | 68.9%-8.7pp |
| Annual return | 16.28% | 41.11%-24.8pp | 31.58%-15.3pp | 26.06%-9.8pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,694 | $6,753+28.7% | $8,309+4.6% | $4,274+103.4% |
| Admin fee / account holder | $9,244 | $6,809+35.8% | $11,609-20.4% | $7,775+18.9% |