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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 | $352,603 | $154,228+128.6% | $145,433+142.5% | $137,256+156.9% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 14.45% | 74.59%-60.1pp | 66.58%-52.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,989 | $4,804-58.6% | $4,554-56.3% | $4,156-52.1% |
| Participant deferral / active EE | $6,846 | $8,216-16.7% | $7,897-13.3% | $6,407+6.9% |
| Admin fee / account holder | $3,049 | $14,344-78.7% | $13,129-76.8% | $12,270-75.1% |