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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 | $291,265 | $183,516+58.7% | $155,534+87.3% | $145,884+99.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 9.43% | 61.43%-52.0pp | 64.92%-55.5pp | 551.85%-542.4pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $12,666 | $6,467+95.9% | $5,630+125.0% | $6,690+89.3% |
| Admin fee / account holder | $2,000 | $19,293-89.6% | $15,900-87.4% | $13,392-85.1% |