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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 | $156,398+65.7% | $147,318+75.9% | $138,895+86.5% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 79.9%-39.9pp |
| Annual return | 18.76% | 78.75%-60.0pp | 70.43%-51.7pp | 145.39%-126.6pp |
| Employer contribution / active EE | $1,780 | $4,853-63.3% | $4,593-61.2% | $4,194-57.6% |
| Participant deferral / active EE | $5,669 | $8,237-31.2% | $7,906-28.3% | $6,396-11.4% |
| Admin fee / account holder | $31,054 | $14,976+107.4% | $13,708+126.5% | $12,562+147.2% |