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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 | $302,722 | $225,673+34.1% | $203,872+48.5% | $155,188+95.1% |
| Participation rate | 36.8% | 80.3%-43.5pp | 77.8%-41.0pp | 80.8%-44.0pp |
| Annual return | 11.07% | 95.91%-84.8pp | 85.11%-74.0pp | 148.84%-137.8pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,245 | $6,893-23.9% | $6,388-17.9% | $6,531-19.7% |
| Admin fee / account holder | $514 | $12,327-95.8% | $11,730-95.6% | $14,480-96.4% |