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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 | $297,617 | $165,381+80.0% | $149,730+98.8% | $158,966+87.2% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 11.87% | 348.29%-336.4pp | 276.70%-264.8pp | 302.95%-291.1pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $13,773 | $7,182+91.8% | $6,843+101.3% | $5,983+130.2% |
| Admin fee / account holder | $8,759 | $10,809-19.0% | $9,310-5.9% | $11,250-22.1% |