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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 | $307,777 | $178,174+72.7% | $156,181+97.1% | $137,256+124.2% |
| Participation rate | 55.6% | 82.0%-26.5pp | 78.8%-23.3pp | 80.0%-24.4pp |
| Annual return | 18.08% | 84.19%-66.1pp | 64.87%-46.8pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,847 | $4,972-42.7% | $4,294-33.7% | $4,156-31.5% |
| Participant deferral / active EE | $2,999 | $6,888-56.5% | $6,132-51.1% | $6,407-53.2% |
| Admin fee / account holder | $9,857 | $17,404-43.4% | $14,586-32.4% | $12,270-19.7% |