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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 | $353,770 | $178,174+98.6% | $156,181+126.5% | $137,256+157.7% |
| Participation rate | 63.6% | 82.0%-18.4pp | 78.8%-15.2pp | 80.0%-16.3pp |
| Annual return | 13.12% | 84.19%-71.1pp | 64.87%-51.8pp | 220.34%-207.2pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,865 | $6,888-29.4% | $6,132-20.7% | $6,407-24.1% |
| Admin fee / account holder | $16,534 | $17,404-5.0% | $14,586+13.4% | $12,270+34.8% |