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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 | $324,682 | $174,379+86.2% | $152,093+113.5% | $138,895+133.8% |
| Participation rate | 45.5% | 81.6%-36.2pp | 77.8%-32.3pp | 79.9%-34.5pp |
| Annual return | 17.00% | 74.86%-57.9pp | 66.36%-49.4pp | 145.39%-128.4pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,886 | $6,159-4.4% | $5,451+8.0% | $6,396-8.0% |
| Admin fee / account holder | $4,669 | $16,880-72.3% | $14,497-67.8% | $12,562-62.8% |