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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 | $262,817 | $160,028+64.2% | $147,080+78.7% | $145,884+80.2% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 14.53% | 98.60%-84.1pp | 420.17%-405.6pp | 551.85%-537.3pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,769 | $8,422-7.7% | $8,066-3.7% | $6,690+16.1% |
| Admin fee / account holder | $2,706 | $15,030-82.0% | $12,989-79.2% | $13,392-79.8% |