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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 | $290,984 | $185,312+57.0% | $161,489+80.2% | $154,746+88.0% |
| Participation rate | 58.3% | 82.5%-24.1pp | 78.7%-20.4pp | 80.7%-22.4pp |
| Annual return | 11.62% | 103.84%-92.2pp | 89.72%-78.1pp | 172.34%-160.7pp |
| Employer contribution / active EE | $2,651 | $4,769-44.4% | $4,268-37.9% | $4,379-39.5% |
| Participant deferral / active EE | $5,189 | $6,350-18.3% | $5,630-7.8% | $6,730-22.9% |
| Admin fee / account holder | $38,800 | $18,654+108.0% | $16,006+142.4% | $14,365+170.1% |