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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 | $172,111+69.1% | $150,298+93.6% | $137,256+112.0% |
| Participation rate | 58.3% | 81.7%-23.4pp | 77.8%-19.4pp | 80.0%-21.6pp |
| Annual return | 11.62% | 69.37%-57.8pp | 62.79%-51.2pp | 220.34%-208.7pp |
| Employer contribution / active EE | $2,651 | $4,636-42.8% | $4,154-36.2% | $4,156-36.2% |
| Participant deferral / active EE | $5,189 | $6,166-15.8% | $5,453-4.8% | $6,407-19.0% |
| Admin fee / account holder | $38,800 | $16,471+135.6% | $14,116+174.9% | $12,270+216.2% |