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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 | $317,902 | $213,785+48.7% | $185,441+71.4% | $155,188+104.8% |
| Participation rate | 40.0% | 83.2%-43.2pp | 80.3%-40.3pp | 80.8%-40.8pp |
| Annual return | 13.63% | 19.97%-6.3pp | 20.16%-6.5pp | 148.84%-135.2pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,553 | $6,864-19.1% | $6,152-9.7% | $6,531-15.0% |
| Admin fee / account holder | $165,183 | $21,134+681.6% | $17,890+823.3% | $14,480+1040.8% |