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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 | $275,462 | $201,370+36.8% | $184,256+49.5% | $145,897+88.8% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 12.99% | 29.05%-16.1pp | 28.85%-15.9pp | 552.29%-539.3pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $28,417 | $9,808+189.7% | $9,133+211.1% | $6,689+324.8% |
| Admin fee / account holder | $12,977 | $16,364-20.7% | $13,899-6.6% | $13,390-3.1% |