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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 | $269,439 | $114,013+136.3% | $103,693+159.8% | $155,188+73.6% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.3pp | 80.8%-47.5pp |
| Annual return | 11.00% | 49.31%-38.3pp | 47.61%-36.6pp | 148.84%-137.8pp |
| Employer contribution / active EE | $3,195 | $3,131+2.0% | $2,920+9.4% | $4,248-24.8% |
| Participant deferral / active EE | $4,124 | $4,970-17.0% | $4,579-9.9% | $6,531-36.9% |
| Admin fee / account holder | $2,772 | $8,407-67.0% | $7,858-64.7% | $14,480-80.9% |