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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 | $447,155 | $275,752+62.2% | $256,809+74.1% | $198,609+125.1% |
| Participation rate | 60.0% | 89.2%-29.2pp | 88.5%-28.5pp | 82.4%-22.4pp |
| Annual return | 14.75% | 34.81%-20.1pp | 32.73%-18.0pp | 202.70%-188.0pp |
| Employer contribution / active EE | $0 | $7,721-100.0% | $7,263-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $7,558 | $10,037-24.7% | $9,520-20.6% | $6,977+8.3% |
| Admin fee / account holder | $4,728 | $25,716-81.6% | $25,146-81.2% | $19,030-75.2% |