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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 | $269,850 | $167,415+61.2% | $140,514+92.0% | $198,609+35.9% |
| Participation rate | 61.9% | 80.9%-19.0pp | 77.8%-15.9pp | 82.4%-20.5pp |
| Annual return | 13.38% | 13.85%-0.5pp | 14.36%-1.0pp | 202.70%-189.3pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $6,382 | $5,579+14.4% | $4,919+29.8% | $6,977-8.5% |
| Admin fee / account holder | $2,301 | $16,730-86.2% | $13,697-83.2% | $19,030-87.9% |