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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 | $319,216 | $167,522+90.6% | $151,639+110.5% | $134,532+137.3% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | 1.18% | 7.81%-6.6pp | 3.34%-2.2pp | 418.27%-417.1pp |
| Employer contribution / active EE | $1,864 | $6,828-72.7% | $6,165-69.8% | $4,741-60.7% |
| Participant deferral / active EE | $5,037 | $8,986-43.9% | $8,363-39.8% | $6,401-21.3% |
| Admin fee / account holder | $13,354 | $13,780-3.1% | $11,613+15.0% | $11,429+16.8% |