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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 | $366,264 | $223,823+63.6% | $211,142+73.5% | $154,746+136.7% |
| Participation rate | 42.9% | 87.9%-45.0pp | 87.3%-44.4pp | 80.7%-37.8pp |
| Annual return | 13.38% | 50.39%-37.0pp | 46.84%-33.5pp | 172.34%-159.0pp |
| Employer contribution / active EE | $1,948 | $6,787-71.3% | $6,442-69.8% | $4,379-55.5% |
| Participant deferral / active EE | $6,663 | $9,750-31.7% | $9,284-28.2% | $6,730-1.0% |
| Admin fee / account holder | $69,600 | $19,707+253.2% | $19,076+264.9% | $14,365+384.5% |