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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 | $258,984 | $174,379+48.5% | $152,093+70.3% | $138,895+86.5% |
| Participation rate | 30.8% | 81.6%-50.9pp | 77.8%-47.0pp | 79.9%-49.1pp |
| Annual return | 20.59% | 74.86%-54.3pp | 66.36%-45.8pp | 145.39%-124.8pp |
| Employer contribution / active EE | $1,704 | $4,652-63.4% | $4,175-59.2% | $4,194-59.4% |
| Participant deferral / active EE | $3,960 | $6,159-35.7% | $5,451-27.4% | $6,396-38.1% |
| Admin fee / account holder | $1,409 | $16,880-91.7% | $14,497-90.3% | $12,562-88.8% |