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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 | $328,688 | $155,555+111.3% | $146,866+123.8% | $155,188+111.8% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.5%-39.7pp | 80.8%-37.9pp |
| Annual return | 18.93% | 115.41%-96.5pp | 102.85%-83.9pp | 148.84%-129.9pp |
| Employer contribution / active EE | $1,489 | $4,647-68.0% | $4,425-66.3% | $4,248-64.9% |
| Participant deferral / active EE | $5,630 | $8,044-30.0% | $7,759-27.4% | $6,531-13.8% |
| Admin fee / account holder | $3,700 | $14,755-74.9% | $13,620-72.8% | $14,480-74.4% |