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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 | $362,922 | $185,141+96.0% | $153,416+136.6% | $155,188+133.9% |
| Participation rate | 42.9% | 79.9%-37.1pp | 74.3%-31.5pp | 80.8%-37.9pp |
| Annual return | 12.84% | 18.72%-5.9pp | 17.84%-5.0pp | 148.84%-136.0pp |
| Employer contribution / active EE | $0 | $4,489-100.0% | $3,764-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $5,477-100.0% | $4,723-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,604 | $16,005-83.7% | $13,095-80.1% | $14,480-82.0% |