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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 | $322,594 | $129,737+148.7% | $119,126+170.8% | $154,746+108.5% |
| Participation rate | 69.2% | 78.9%-9.6pp | 75.8%-6.5pp | 80.7%-11.5pp |
| Annual return | 10.01% | 379.08%-369.1pp | 282.11%-272.1pp | 172.34%-162.3pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,290 | $5,842+7.7% | $5,318+18.3% | $6,730-6.5% |
| Admin fee / account holder | $8,096 | $11,961-32.3% | $10,693-24.3% | $14,365-43.6% |