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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 | $275,503 | $199,109+38.4% | $173,730+58.6% | $154,746+78.0% |
| Participation rate | 40.9% | 82.8%-41.9pp | 79.6%-38.7pp | 80.7%-39.8pp |
| Annual return | 12.65% | 20.02%-7.4pp | 19.96%-7.3pp | 172.34%-159.7pp |
| Employer contribution / active EE | $1,515 | $5,311-71.5% | $4,577-66.9% | $4,379-65.4% |
| Participant deferral / active EE | $3,368 | $7,113-52.6% | $6,326-46.8% | $6,730-50.0% |
| Admin fee / account holder | $34,516 | $20,916+65.0% | $17,523+97.0% | $14,365+140.3% |