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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 | $282,059+4.0% | $213,469+37.4% | $154,746+89.5% |
| Participation rate | 60.0% | 82.7%-22.7pp | 77.1%-17.1pp | 80.7%-20.7pp |
| Annual return | 13.90% | 20.90%-7.0pp | 20.58%-6.7pp | 172.34%-158.4pp |
| Employer contribution / active EE | $0 | $6,189-100.0% | $4,994-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,240 | $8,186-48.2% | $6,841-38.0% | $6,730-37.0% |
| Admin fee / account holder | $5,593 | $37,435-85.1% | $27,141-79.4% | $14,365-61.1% |