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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 | $711,734 | $77,460+818.8% | $100,378+609.1% | $80,925+779.5% |
| Participation rate | 60.6% | 76.9%-16.4pp | 81.5%-20.9pp | 67.7%-7.1pp |
| Annual return | 18.95% | 37.24%-18.3pp | 49.41%-30.5pp | 35.65%-16.7pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,232 | $6,818+20.7% | $8,087+1.8% | $4,299+91.5% |
| Admin fee / account holder | $8,007 | $5,887+36.0% | $7,899+1.4% | $6,940+15.4% |