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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 | $210,510+26.6% | $153,500+73.6% | $145,877+82.7% |
| Participation rate | 58.3% | 82.1%-23.8pp | 77.1%-18.8pp | 80.3%-22.0pp |
| Annual return | 8.98% | 13.45%-4.5pp | 15.70%-6.7pp | 551.28%-542.3pp |
| Employer contribution / active EE | $0 | $6,052-100.0% | $5,039-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,583 | $7,974-55.1% | $6,756-47.0% | $6,691-46.4% |
| Admin fee / account holder | $20,564 | $19,455+5.7% | $12,736+61.5% | $13,402+53.4% |