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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 | $183,592+96.5% | $155,574+131.9% | $145,877+147.4% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 9.56% | 61.37%-51.8pp | 64.87%-55.3pp | 551.28%-541.7pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $14,008 | $6,466+116.6% | $5,629+148.8% | $6,691+109.4% |
| Admin fee / account holder | $7,638 | $19,316-60.5% | $15,914-52.0% | $13,402-43.0% |