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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 | $352,340 | $154,228+128.5% | $145,433+142.3% | $137,256+156.7% |
| Participation rate | 45.5% | 83.8%-38.3pp | 82.1%-36.7pp | 80.0%-34.5pp |
| Annual return | 16.35% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $2,947 | $4,804-38.7% | $4,554-35.3% | $4,156-29.1% |
| Participant deferral / active EE | $9,685 | $8,216+17.9% | $7,897+22.6% | $6,407+51.2% |
| Admin fee / account holder | $92,471 | $14,344+544.7% | $13,129+604.3% | $12,270+653.6% |