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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 | $279,520 | $178,174+56.9% | $156,181+79.0% | $137,256+103.6% |
| Participation rate | 27.8% | 82.0%-54.3pp | 78.8%-51.1pp | 80.0%-52.2pp |
| Annual return | 11.65% | 84.19%-72.5pp | 64.87%-53.2pp | 220.34%-208.7pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,576 | $6,888-62.6% | $6,132-58.0% | $6,407-59.8% |
| Admin fee / account holder | $85,267 | $17,404+389.9% | $14,586+484.6% | $12,270+594.9% |