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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 | $272,724 | $174,379+56.4% | $152,093+79.3% | $138,895+96.4% |
| Participation rate | 40.9% | 81.6%-40.7pp | 77.8%-36.9pp | 79.9%-39.0pp |
| Annual return | 16.51% | 74.86%-58.3pp | 66.36%-49.8pp | 145.39%-128.9pp |
| Employer contribution / active EE | $1,942 | $4,652-58.3% | $4,175-53.5% | $4,194-53.7% |
| Participant deferral / active EE | $4,876 | $6,159-20.8% | $5,451-10.6% | $6,396-23.8% |
| Admin fee / account holder | $33,980 | $16,880+101.3% | $14,497+134.4% | $12,562+170.5% |