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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 | $162,136+72.4% | $152,301+83.6% | $154,746+80.7% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 12.50% | 91.02%-78.5pp | 80.50%-68.0pp | 172.34%-159.8pp |
| Employer contribution / active EE | $1,863 | $4,890-61.9% | $4,624-59.7% | $4,379-57.5% |
| Participant deferral / active EE | $18,047 | $8,341+116.4% | $8,004+125.5% | $6,730+168.1% |
| Admin fee / account holder | $3,218 | $15,759-79.6% | $14,398-77.6% | $14,365-77.6% |