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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 | $373,417 | $176,786+111.2% | $146,643+154.6% | $167,536+122.9% |
| Participation rate | 66.7% | 83.6%-17.0pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 18.76% | 24.04%-5.3pp | 22.75%-4.0pp | 478.82%-460.1pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $11,867 | $6,440+84.3% | $5,506+115.5% | $6,342+87.1% |
| Admin fee / account holder | $8,846 | $13,262-33.3% | $10,280-13.9% | $12,315-28.2% |