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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 | $269,535 | $166,089+62.3% | $164,928+63.4% | $145,978+84.6% |
| Participation rate | 38.5% | 82.0%-43.6pp | 78.6%-40.2pp | 80.3%-41.8pp |
| Annual return | 11.19% | 100.26%-89.1pp | 70.08%-58.9pp | 550.52%-539.3pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $8,291 | $6,961+19.1% | $6,034+37.4% | $6,690+23.9% |
| Admin fee / account holder | $354 | $16,641-97.9% | $12,684-97.2% | $13,400-97.4% |