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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 | $279,664 | $156,398+78.8% | $147,318+89.8% | $138,895+101.3% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 13.94% | 78.75%-64.8pp | 70.43%-56.5pp | 145.39%-131.5pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,918 | $8,237-16.0% | $7,906-12.5% | $6,396+8.2% |
| Admin fee / account holder | $55,073 | $14,976+267.7% | $13,708+301.8% | $12,562+338.4% |