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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 | $252,852 | $159,978+58.1% | $147,041+72.0% | $145,978+73.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 10.82% | 98.36%-87.5pp | 419.21%-408.4pp | 550.52%-539.7pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,931 | $8,429+17.8% | $8,071+23.0% | $6,690+48.4% |
| Admin fee / account holder | $137,933 | $15,053+816.3% | $13,006+960.5% | $13,400+929.3% |