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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 | $269,162 | $174,379+54.4% | $152,093+77.0% | $138,895+93.8% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 20.07% | 74.86%-54.8pp | 66.36%-46.3pp | 145.39%-125.3pp |
| Employer contribution / active EE | $1,157 | $4,652-75.1% | $4,175-72.3% | $4,194-72.4% |
| Participant deferral / active EE | $3,808 | $6,159-38.2% | $5,451-30.1% | $6,396-40.5% |
| Admin fee / account holder | $4,564 | $16,880-73.0% | $14,497-68.5% | $12,562-63.7% |