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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 | $328,182 | $198,457+65.4% | $170,435+92.6% | $147,586+122.4% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 13.65% | 257.30%-243.7pp | 205.94%-192.3pp | 578.59%-564.9pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,667 | $5,629+36.2% | $4,939+55.2% | $5,439+41.0% |
| Admin fee / account holder | $142,842 | $16,852+747.6% | $13,881+929.1% | $10,886+1212.2% |