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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 | $257,983 | $183,539+40.6% | $155,556+65.8% | $145,897+76.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 15.81% | 61.31%-45.5pp | 64.84%-49.0pp | 552.29%-536.5pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,431 | $6,467+61.3% | $5,631+85.3% | $6,689+55.9% |
| Admin fee / account holder | $22,217 | $19,275+15.3% | $15,885+39.9% | $13,390+65.9% |