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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 | $178,174+54.6% | $156,181+76.4% | $137,256+100.7% |
| Participation rate | 40.9% | 82.0%-41.1pp | 78.8%-37.9pp | 80.0%-39.1pp |
| Annual return | 12.65% | 84.19%-71.5pp | 64.87%-52.2pp | 220.34%-207.7pp |
| Employer contribution / active EE | $1,515 | $4,972-69.5% | $4,294-64.7% | $4,156-63.6% |
| Participant deferral / active EE | $3,368 | $6,888-51.1% | $6,132-45.1% | $6,407-47.4% |
| Admin fee / account holder | $34,516 | $17,404+98.3% | $14,586+136.6% | $12,270+181.3% |