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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 | $302,409 | $178,174+69.7% | $156,181+93.6% | $137,256+120.3% |
| Participation rate | 38.9% | 82.0%-43.1pp | 78.8%-39.9pp | 80.0%-41.1pp |
| Annual return | 13.40% | 84.19%-70.8pp | 64.87%-51.5pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,222 | $4,972-75.4% | $4,294-71.5% | $4,156-70.6% |
| Participant deferral / active EE | $3,509 | $6,888-49.1% | $6,132-42.8% | $6,407-45.2% |
| Admin fee / account holder | $10,272 | $17,404-41.0% | $14,586-29.6% | $12,270-16.3% |