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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 | $282,447 | $185,856+52.0% | $170,028+66.1% | $139,456+102.5% |
| Participation rate | 25.0% | 87.8%-62.8pp | 87.0%-62.0pp | 80.3%-55.3pp |
| Annual return | 20.51% | 60.52%-40.0pp | 53.39%-32.9pp | 373.45%-352.9pp |
| Employer contribution / active EE | $0 | $7,593-100.0% | $6,788-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,829 | $11,623-49.9% | $10,409-44.0% | $6,711-13.1% |
| Admin fee / account holder | $16,202 | $15,387+5.3% | $12,820+26.4% | $11,407+42.0% |