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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 | $267,959 | $162,136+65.3% | $152,301+75.9% | $154,746+73.2% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 14.46% | 91.02%-76.6pp | 80.50%-66.0pp | 172.34%-157.9pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,648 | $8,341+3.7% | $8,004+8.0% | $6,730+28.5% |
| Admin fee / account holder | $12,784 | $15,759-18.9% | $14,398-11.2% | $14,365-11.0% |