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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 | $176,786+50.1% | $146,643+81.0% | $167,536+58.4% |
| 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 | 478.82%-467.9pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $6,938 | $6,440+7.7% | $5,506+26.0% | $6,342+9.4% |
| Admin fee / account holder | $86,180 | $13,262+549.9% | $10,280+738.3% | $12,315+599.8% |