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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 | $289,877 | $183,516+58.0% | $155,534+86.4% | $145,884+98.7% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 22.60% | 61.43%-38.8pp | 64.92%-42.3pp | 551.85%-529.2pp |
| Employer contribution / active EE | $1,144 | $5,315-78.5% | $4,675-75.5% | $4,662-75.5% |
| Participant deferral / active EE | $8,252 | $6,467+27.6% | $5,630+46.6% | $6,690+23.4% |
| Admin fee / account holder | $4,784 | $19,293-75.2% | $15,900-69.9% | $13,392-64.3% |