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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 | $225,673+63.1% | $203,872+80.6% | $155,188+137.2% |
| Participation rate | 44.4% | 80.3%-35.9pp | 77.8%-33.4pp | 80.8%-36.4pp |
| Annual return | 18.49% | 95.91%-77.4pp | 85.11%-66.6pp | 148.84%-130.3pp |
| Employer contribution / active EE | $1,219 | $4,099-70.2% | $3,757-67.5% | $4,248-71.3% |
| Participant deferral / active EE | $4,075 | $6,893-40.9% | $6,388-36.2% | $6,531-37.6% |
| Admin fee / account holder | $9,746 | $12,327-20.9% | $11,730-16.9% | $14,480-32.7% |