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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 | $196,972+67.3% | $182,262+80.8% | $198,609+65.9% |
| Participation rate | 60.0% | 85.7%-25.7pp | 84.2%-24.2pp | 82.4%-22.4pp |
| Annual return | 15.02% | 158.27%-143.3pp | 140.60%-125.6pp | 202.70%-187.7pp |
| Employer contribution / active EE | $1,529 | $5,364-71.5% | $5,046-69.7% | $5,055-69.8% |
| Participant deferral / active EE | $12,687 | $8,643+46.8% | $8,276+53.3% | $6,977+81.8% |
| Admin fee / account holder | $23,070 | $18,429+25.2% | $16,712+38.0% | $19,030+21.2% |