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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 | $278,329 | $185,883+49.7% | $170,043+63.7% | $139,466+99.6% |
| Participation rate | 40.0% | 87.8%-47.8pp | 87.0%-47.0pp | 80.3%-40.3pp |
| Annual return | 14.36% | 60.54%-46.2pp | 53.40%-39.0pp | 373.66%-359.3pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $12,000 | $11,626+3.2% | $10,410+15.3% | $6,712+78.8% |
| Admin fee / account holder | $61,162 | $15,393+297.3% | $12,824+376.9% | $11,409+436.1% |