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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 | $368,132 | $208,088+76.9% | $186,193+97.7% | $154,746+137.9% |
| Participation rate | 44.4% | 80.0%-35.5pp | 77.1%-32.7pp | 80.7%-36.3pp |
| Annual return | 18.49% | 89.97%-71.5pp | 78.03%-59.5pp | 172.34%-153.8pp |
| Employer contribution / active EE | $1,219 | $4,340-71.9% | $3,918-68.9% | $4,379-72.2% |
| Participant deferral / active EE | $4,075 | $7,078-42.4% | $6,513-37.4% | $6,730-39.5% |
| Admin fee / account holder | $9,746 | $11,698-16.7% | $11,058-11.9% | $14,365-32.2% |