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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 | $266,474 | $210,343+26.7% | $153,432+73.7% | $145,959+82.6% |
| Participation rate | 58.3% | 82.1%-23.8pp | 77.1%-18.7pp | 80.3%-22.0pp |
| Annual return | 8.98% | 13.38%-4.4pp | 15.66%-6.7pp | 561.95%-553.0pp |
| Employer contribution / active EE | $0 | $6,047-100.0% | $5,038-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,583 | $7,977-55.1% | $6,757-47.0% | $6,689-46.4% |
| Admin fee / account holder | $20,564 | $19,424+5.9% | $12,725+61.6% | $13,398+53.5% |