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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 | $273,284 | $152,612+79.1% | $125,192+118.3% | $152,897+78.7% |
| Participation rate | 40.0% | 83.3%-43.3pp | 79.8%-39.8pp | 82.5%-42.5pp |
| Annual return | 27.91% | 54.85%-26.9pp | 43.79%-15.9pp | 345.43%-317.5pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,920 | $5,868+17.9% | $4,937+40.2% | $5,851+18.3% |
| Admin fee / account holder | $8,865 | $13,437-34.0% | $9,704-8.6% | $11,599-23.6% |