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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 | $329,548 | $156,398+110.7% | $147,318+123.7% | $138,895+137.3% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 15.02% | 78.75%-63.7pp | 70.43%-55.4pp | 145.39%-130.4pp |
| Employer contribution / active EE | $1,529 | $4,853-68.5% | $4,593-66.7% | $4,194-63.5% |
| Participant deferral / active EE | $12,687 | $8,237+54.0% | $7,906+60.5% | $6,396+98.3% |
| Admin fee / account holder | $23,070 | $14,976+54.0% | $13,708+68.3% | $12,562+83.6% |