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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 | $255,442 | $208,088+22.8% | $186,193+37.2% | $154,746+65.1% |
| Participation rate | 69.6% | 80.0%-10.4pp | 77.1%-7.5pp | 80.7%-11.1pp |
| Annual return | 9.56% | 89.97%-80.4pp | 78.03%-68.5pp | 172.34%-162.8pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,928 | $7,078+40.3% | $6,513+52.4% | $6,730+47.5% |
| Admin fee / account holder | $1,846 | $11,698-84.2% | $11,058-83.3% | $14,365-87.2% |