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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 | $265,440 | $176,838+50.1% | $146,685+81.0% | $167,518+58.5% |
| Participation rate | 60.0% | 83.6%-23.6pp | 80.1%-20.1pp | 82.1%-22.1pp |
| Annual return | 10.94% | 24.04%-13.1pp | 22.75%-11.8pp | 478.71%-467.8pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $6,938 | $6,441+7.7% | $5,507+26.0% | $6,342+9.4% |
| Admin fee / account holder | $86,180 | $13,262+549.8% | $10,281+738.2% | $12,312+599.9% |