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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 | $183,627+48.5% | $155,602+75.2% | $145,978+86.7% |
| Participation rate | 52.4% | 82.7%-30.3pp | 78.2%-25.8pp | 80.3%-27.9pp |
| Annual return | 19.62% | 61.32%-41.7pp | 64.81%-45.2pp | 550.52%-530.9pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,093 | $6,466+9.7% | $5,629+26.0% | $6,690+6.0% |
| Admin fee / account holder | $27,558 | $19,327+42.6% | $15,923+73.1% | $13,400+105.7% |