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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 | $268,470 | $227,633+17.9% | $189,597+41.6% | $167,553+60.2% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.4%-11.8pp | 82.1%-15.4pp |
| Annual return | 19.14% | 78.45%-59.3pp | 64.20%-45.1pp | 478.89%-459.8pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,412-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $12,604 | $7,003+80.0% | $6,174+104.2% | $6,343+98.7% |
| Admin fee / account holder | $850 | $11,879-92.8% | $9,807-91.3% | $12,316-93.1% |