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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 | $279,569 | $154,228+81.3% | $145,433+92.2% | $137,256+103.7% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 12.50% | 74.59%-62.1pp | 66.58%-54.1pp | 220.34%-207.8pp |
| Employer contribution / active EE | $1,863 | $4,804-61.2% | $4,554-59.1% | $4,156-55.2% |
| Participant deferral / active EE | $18,047 | $8,216+119.6% | $7,897+128.5% | $6,407+181.7% |
| Admin fee / account holder | $3,218 | $14,344-77.6% | $13,129-75.5% | $12,270-73.8% |