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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 | $259,099 | $154,228+68.0% | $145,433+78.2% | $137,256+88.8% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 18.76% | 74.59%-55.8pp | 66.58%-47.8pp | 220.34%-201.6pp |
| Employer contribution / active EE | $1,780 | $4,804-62.9% | $4,554-60.9% | $4,156-57.2% |
| Participant deferral / active EE | $5,669 | $8,216-31.0% | $7,897-28.2% | $6,407-11.5% |
| Admin fee / account holder | $31,054 | $14,344+116.5% | $13,129+136.5% | $12,270+153.1% |