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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 | $251,104 | $160,070+56.9% | $147,117+70.7% | $145,897+72.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 17.17% | 98.69%-81.5pp | 420.54%-403.4pp | 552.29%-535.1pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,572 | $8,419-10.1% | $8,065-6.1% | $6,689+13.2% |
| Admin fee / account holder | $887 | $15,035-94.1% | $12,993-93.2% | $13,390-93.4% |