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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 | $185,312+38.2% | $161,489+58.6% | $154,746+65.5% |
| Participation rate | 63.6% | 82.5%-18.8pp | 78.7%-15.1pp | 80.7%-17.1pp |
| Annual return | 10.87% | 103.84%-93.0pp | 89.72%-78.8pp | 172.34%-161.5pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,369 | $6,350-31.2% | $5,630-22.4% | $6,730-35.1% |
| Admin fee / account holder | $4,806 | $18,654-74.2% | $16,006-70.0% | $14,365-66.5% |