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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 | $317,683 | $223,823+41.9% | $211,142+50.5% | $154,746+105.3% |
| Participation rate | 45.5% | 87.9%-42.4pp | 87.3%-41.8pp | 80.7%-35.2pp |
| Annual return | 14.48% | 50.39%-35.9pp | 46.84%-32.4pp | 172.34%-157.9pp |
| Employer contribution / active EE | $1,490 | $6,787-78.0% | $6,442-76.9% | $4,379-66.0% |
| Participant deferral / active EE | $3,844 | $9,750-60.6% | $9,284-58.6% | $6,730-42.9% |
| Admin fee / account holder | $8,486 | $19,707-56.9% | $19,076-55.5% | $14,365-40.9% |