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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 | $201,344+36.8% | $184,243+49.5% | $145,877+88.8% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 12.99% | 29.01%-16.0pp | 28.82%-15.8pp | 551.28%-538.3pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $28,417 | $9,807+189.8% | $9,132+211.2% | $6,691+324.7% |
| Admin fee / account holder | $12,977 | $16,382-20.8% | $13,914-6.7% | $13,402-3.2% |