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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 | $261,876 | $147,556+77.5% | $129,031+103.0% | $198,609+31.9% |
| Participation rate | 42.9% | 77.2%-34.4pp | 73.4%-30.5pp | 82.4%-39.5pp |
| Annual return | 11.86% | 37.41%-25.5pp | 34.67%-22.8pp | 202.70%-190.8pp |
| Employer contribution / active EE | $1,200 | $3,645-67.1% | $3,226-62.8% | $5,055-76.3% |
| Participant deferral / active EE | $10,089 | $5,760+75.2% | $5,217+93.4% | $6,977+44.6% |
| Admin fee / account holder | $1,724 | $15,467-88.9% | $13,208-86.9% | $19,030-90.9% |