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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 | $256,075 | $227,399+12.6% | $189,758+34.9% | $198,609+28.9% |
| Participation rate | 63.6% | 84.0%-20.4pp | 79.8%-16.2pp | 82.4%-18.7pp |
| Annual return | 10.87% | 61.03%-50.2pp | 52.62%-41.7pp | 202.70%-191.8pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,369 | $6,837-36.1% | $5,856-25.4% | $6,977-37.4% |
| Admin fee / account holder | $4,806 | $25,162-80.9% | $20,388-76.4% | $19,030-74.7% |