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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 | $261,078 | $172,111+51.7% | $150,298+73.7% | $137,256+90.2% |
| Participation rate | 45.0% | 81.7%-36.7pp | 77.8%-32.8pp | 80.0%-35.0pp |
| Annual return | 16.74% | 69.37%-52.6pp | 62.79%-46.0pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,177 | $4,636-74.6% | $4,154-71.7% | $4,156-71.7% |
| Participant deferral / active EE | $2,464 | $6,166-60.0% | $5,453-54.8% | $6,407-61.5% |
| Admin fee / account holder | $780 | $16,471-95.3% | $14,116-94.5% | $12,270-93.6% |