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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 | $275,822 | $211,946+30.1% | $169,452+62.8% | $135,382+103.7% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -4.84% | 3.26%-8.1pp | 1.83%-6.7pp | 519.77%-524.6pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,813 | $6,075+61.5% | $5,277+86.0% | $5,609+75.0% |
| Admin fee / account holder | $576 | $11,472-95.0% | $9,110-93.7% | $10,829-94.7% |