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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 | $353,247 | $162,136+117.9% | $152,301+131.9% | $154,746+128.3% |
| Participation rate | 35.0% | 84.1%-49.1pp | 82.4%-47.4pp | 80.7%-45.7pp |
| Annual return | 13.33% | 91.02%-77.7pp | 80.50%-67.2pp | 172.34%-159.0pp |
| Employer contribution / active EE | $924 | $4,890-81.1% | $4,624-80.0% | $4,379-78.9% |
| Participant deferral / active EE | $3,527 | $8,341-57.7% | $8,004-55.9% | $6,730-47.6% |
| Admin fee / account holder | $34,743 | $15,759+120.5% | $14,398+141.3% | $14,365+141.9% |