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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 | $269,616 | $165,381+63.0% | $149,730+80.1% | $158,966+69.6% |
| Participation rate | 53.8% | 84.6%-30.7pp | 82.5%-28.6pp | 82.0%-28.1pp |
| Annual return | 20.85% | 348.29%-327.4pp | 276.70%-255.8pp | 302.95%-282.1pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,910 | $7,182-59.5% | $6,843-57.5% | $5,983-51.4% |
| Admin fee / account holder | $6,107 | $10,809-43.5% | $9,310-34.4% | $11,250-45.7% |