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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 | $272,594 | $183,539+48.5% | $155,556+75.2% | $145,897+86.8% |
| Participation rate | 52.4% | 82.7%-30.3pp | 78.2%-25.8pp | 80.3%-27.9pp |
| Annual return | 19.62% | 61.31%-41.7pp | 64.84%-45.2pp | 552.29%-532.7pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,093 | $6,467+9.7% | $5,631+26.0% | $6,689+6.0% |
| Admin fee / account holder | $27,558 | $19,275+43.0% | $15,885+73.5% | $13,390+105.8% |