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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 | $276,453 | $209,422+32.0% | $178,503+54.9% | $158,982+73.9% |
| Participation rate | 42.9% | 86.4%-43.5pp | 81.9%-39.1pp | 82.0%-39.1pp |
| Annual return | 7.13% | 188.81%-181.7pp | 151.12%-144.0pp | 302.99%-295.9pp |
| Employer contribution / active EE | $1,500 | $5,707-73.7% | $5,011-70.1% | $4,763-68.5% |
| Participant deferral / active EE | $6,011 | $5,955+0.9% | $5,202+15.5% | $5,983+0.5% |
| Admin fee / account holder | $2,394 | $17,079-86.0% | $13,987-82.9% | $11,252-78.7% |