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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 | $343,091 | $196,972+74.2% | $182,262+88.2% | $198,609+72.7% |
| Participation rate | 50.0% | 85.7%-35.7pp | 84.2%-34.2pp | 82.4%-32.4pp |
| Annual return | 11.52% | 158.27%-146.8pp | 140.60%-129.1pp | 202.70%-191.2pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $10,918 | $8,643+26.3% | $8,276+31.9% | $6,977+56.5% |
| Admin fee / account holder | $7,051 | $18,429-61.7% | $16,712-57.8% | $19,030-62.9% |