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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 | $302,722 | $180,749+67.5% | $160,784+88.3% | $137,256+120.6% |
| Participation rate | 36.8% | 80.0%-43.1pp | 77.0%-40.1pp | 80.0%-43.1pp |
| Annual return | 11.07% | 2234.46%-2223.4pp | 1803.92%-1792.9pp | 220.34%-209.3pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,245 | $6,844-23.4% | $6,293-16.6% | $6,407-18.1% |
| Admin fee / account holder | $514 | $10,397-95.1% | $9,717-94.7% | $12,270-95.8% |