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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 | $637,461 | $199,109+220.2% | $173,730+266.9% | $154,746+311.9% |
| Participation rate | 20.0% | 82.8%-62.8pp | 79.6%-59.6pp | 80.7%-60.7pp |
| Annual return | 12.33% | 20.02%-7.7pp | 19.96%-7.6pp | 172.34%-160.0pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,550 | $7,113-22.0% | $6,326-12.3% | $6,730-17.5% |
| Admin fee / account holder | $727,696 | $20,916+3379.2% | $17,523+4052.7% | $14,365+4965.7% |