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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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $479,556 | $110,547+333.8% | $102,492+367.9% | $338,137+41.8% |
| Participation rate | 50.0% | 17.2%+32.8pp | 12.2%+37.8pp | 43.9%+6.1pp |
| Annual return | 8.66% | 3.49%+5.2pp | 5.16%+3.5pp | 13.05%-4.4pp |
| Employer contribution / active EE | $0 | $33,977-100.0% | $26,459-100.0% | $37,647-100.0% |
| Participant deferral / active EE | $0 | $43-100.0% | $79-100.0% | $49-100.0% |
| Admin fee / account holder | $4,636 | $22,109-79.0% | $16,625-72.1% | $30,946-85.0% |