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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 | $310,591 | $211,288+47.0% | $178,540+74.0% | $145,884+112.9% |
| Participation rate | 27.3% | 80.8%-53.5pp | 77.1%-49.8pp | 80.3%-53.0pp |
| Annual return | 13.27% | 30.27%-17.0pp | 27.15%-13.9pp | 551.85%-538.6pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,868 | $6,967-58.8% | $6,281-54.3% | $6,690-57.1% |
| Admin fee / account holder | $188,043 | $12,105+1453.4% | $10,424+1703.9% | $13,392+1304.2% |