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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 | $297,301 | $156,398+90.1% | $147,318+101.8% | $138,895+114.0% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 79.9%-17.4pp |
| Annual return | 18.98% | 78.75%-59.8pp | 70.43%-51.4pp | 145.39%-126.4pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,569 | $8,237+4.0% | $7,906+8.4% | $6,396+34.0% |
| Admin fee / account holder | $1,407 | $14,976-90.6% | $13,708-89.7% | $12,562-88.8% |