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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 | $329,250 | $209,428+57.2% | $178,498+84.5% | $158,950+107.1% |
| Participation rate | 8.3% | 86.4%-78.0pp | 81.9%-73.6pp | 82.0%-73.6pp |
| Annual return | 11.86% | 188.78%-176.9pp | 151.09%-139.2pp | 302.91%-291.0pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,745 | $17,077-89.8% | $13,985-87.5% | $11,248-84.5% |