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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 | $254,038 | $172,111+47.6% | $150,298+69.0% | $137,256+85.1% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 15.80% | 69.37%-53.6pp | 62.79%-47.0pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,008 | $4,636-78.3% | $4,154-75.7% | $4,156-75.8% |
| Participant deferral / active EE | $11,150 | $6,166+80.8% | $5,453+104.5% | $6,407+74.0% |
| Admin fee / account holder | $1,058 | $16,471-93.6% | $14,116-92.5% | $12,270-91.4% |