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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 | $267,263 | $172,111+55.3% | $150,298+77.8% | $137,256+94.7% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 12.05% | 69.37%-57.3pp | 62.79%-50.7pp | 220.34%-208.3pp |
| Employer contribution / active EE | $1,302 | $4,636-71.9% | $4,154-68.7% | $4,156-68.7% |
| Participant deferral / active EE | $10,333 | $6,166+67.6% | $5,453+89.5% | $6,407+61.3% |
| Admin fee / account holder | $9,553 | $16,471-42.0% | $14,116-32.3% | $12,270-22.1% |