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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 | $672,889 | $97,020+593.6% | $83,327+707.5% | $135,380+397.0% |
| Participation rate | 25.0% | 80.4%-55.4pp | 77.8%-52.8pp | 82.6%-57.6pp |
| Annual return | 6.64% | 12.31%-5.7pp | 10.64%-4.0pp | 519.81%-513.2pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $5,964-100.0% | $5,565-100.0% | $5,609-100.0% |
| Admin fee / account holder | $8,511 | $8,426+1.0% | $7,540+12.9% | $10,828-21.4% |