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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 | $184,014+51.9% | $161,149+73.5% | $138,895+101.2% |
| Participation rate | 27.8% | 82.1%-54.3pp | 78.8%-51.1pp | 79.9%-52.1pp |
| Annual return | 11.65% | 21.52%-9.9pp | 21.16%-9.5pp | 145.39%-133.7pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,576 | $6,909-62.7% | $6,153-58.1% | $6,396-59.7% |
| Admin fee / account holder | $85,267 | $18,027+373.0% | $15,194+461.2% | $12,562+578.8% |