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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 | $353,247 | $154,228+129.0% | $145,433+142.9% | $137,256+157.4% |
| Participation rate | 35.0% | 83.8%-48.8pp | 82.1%-47.1pp | 80.0%-45.0pp |
| Annual return | 13.33% | 74.59%-61.3pp | 66.58%-53.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $924 | $4,804-80.8% | $4,554-79.7% | $4,156-77.8% |
| Participant deferral / active EE | $3,527 | $8,216-57.1% | $7,897-55.3% | $6,407-45.0% |
| Admin fee / account holder | $34,743 | $14,344+142.2% | $13,129+164.6% | $12,270+183.1% |