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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 | $293,253 | $239,571+22.4% | $183,328+60.0% | $137,256+113.7% |
| Participation rate | 60.0% | 82.4%-22.4pp | 77.3%-17.3pp | 80.0%-20.0pp |
| Annual return | 13.90% | 35.69%-21.8pp | 29.67%-15.8pp | 220.34%-206.4pp |
| Employer contribution / active EE | $0 | $6,148-100.0% | $5,055-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,240 | $7,995-47.0% | $6,795-37.6% | $6,407-33.8% |
| Admin fee / account holder | $5,593 | $30,059-81.4% | $21,427-73.9% | $12,270-54.4% |