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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 | $282,986 | $201,372+40.5% | $184,260+53.6% | $145,884+94.0% |
| Participation rate | 56.3% | 87.5%-31.2pp | 86.8%-30.6pp | 80.3%-24.1pp |
| Annual return | 14.33% | 29.04%-14.7pp | 28.84%-14.5pp | 551.85%-537.5pp |
| Employer contribution / active EE | $3,960 | $7,024-43.6% | $6,427-38.4% | $4,662-15.1% |
| Participant deferral / active EE | $9,286 | $9,808-5.3% | $9,133+1.7% | $6,690+38.8% |
| Admin fee / account holder | $81,488 | $16,362+398.0% | $13,898+486.3% | $13,392+508.5% |