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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 | $389,220 | $211,288+84.2% | $178,540+118.0% | $145,884+166.8% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 10.01% | 30.27%-20.3pp | 27.15%-17.1pp | 551.85%-541.8pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $11,076 | $6,967+59.0% | $6,281+76.3% | $6,690+65.6% |
| Admin fee / account holder | $725 | $12,105-94.0% | $10,424-93.0% | $13,392-94.6% |