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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 | $277,812 | $172,111+61.4% | $150,298+84.8% | $137,256+102.4% |
| Participation rate | 20.0% | 81.7%-61.7pp | 77.8%-57.8pp | 80.0%-60.0pp |
| Annual return | 13.87% | 69.37%-55.5pp | 62.79%-48.9pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,600 | $4,636-65.5% | $4,154-61.5% | $4,156-61.5% |
| Participant deferral / active EE | $4,400 | $6,166-28.6% | $5,453-19.3% | $6,407-31.3% |
| Admin fee / account holder | $2,002 | $16,471-87.8% | $14,116-85.8% | $12,270-83.7% |