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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 | $493,595 | $153,769+221.0% | $133,975+268.4% | $273,972+80.2% |
| Participation rate | 33.3% | 88.4%-55.0pp | 87.1%-53.7pp | 83.0%-49.7pp |
| Annual return | 3.42% | 36.51%-33.1pp | 29.29%-25.9pp | 41.46%-38.0pp |
| Employer contribution / active EE | $1,667 | $6,029-72.4% | $5,211-68.0% | $4,869-65.8% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $23,393 | $11,765+98.8% | $9,324+150.9% | $10,133+130.9% |