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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 | $268,485 | $154,228+74.1% | $145,433+84.6% | $137,256+95.6% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 80.0%-17.5pp |
| Annual return | 15.17% | 74.59%-59.4pp | 66.58%-51.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,002 | $4,804-79.2% | $4,554-78.0% | $4,156-75.9% |
| Participant deferral / active EE | $2,718 | $8,216-66.9% | $7,897-65.6% | $6,407-57.6% |
| Admin fee / account holder | $28,540 | $14,344+99.0% | $13,129+117.4% | $12,270+132.6% |