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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 | $502,958 | $89,259+463.5% | $107,187+369.2% | $82,637+508.6% |
| Participation rate | 60.6% | 67.9%-7.3pp | 75.0%-14.4pp | 68.1%-7.4pp |
| Annual return | 17.84% | 21.02%-3.2pp | 204.55%-186.7pp | 53.51%-35.7pp |
| Employer contribution / active EE | $7,273 | $3,080+136.1% | $3,782+92.3% | $2,552+185.0% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $26,934 | $7,381+264.9% | $9,162+194.0% | $7,339+267.0% |