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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 | $270,363 | $167,533+61.4% | $151,645+78.3% | $134,545+100.9% |
| Participation rate | 40.0% | 88.4%-48.4pp | 87.5%-47.5pp | 81.2%-41.2pp |
| Annual return | -15.62% | 7.81%-23.4pp | 3.34%-19.0pp | 418.37%-434.0pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $16,200 | $8,985+80.3% | $8,363+93.7% | $6,401+153.1% |
| Admin fee / account holder | $12,129 | $13,781-12.0% | $11,614+4.4% | $11,431+6.1% |