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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 | $360,838 | $183,539+96.6% | $155,556+132.0% | $145,897+147.3% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 9.56% | 61.31%-51.8pp | 64.84%-55.3pp | 552.29%-542.7pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $14,008 | $6,467+116.6% | $5,631+148.8% | $6,689+109.4% |
| Admin fee / account holder | $7,638 | $19,275-60.4% | $15,885-51.9% | $13,390-43.0% |