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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 | $285,892 | $174,379+63.9% | $152,093+88.0% | $138,895+105.8% |
| Participation rate | 57.1% | 81.6%-24.5pp | 77.8%-20.6pp | 79.9%-22.8pp |
| Annual return | 58.69% | 74.86%-16.2pp | 66.36%-7.7pp | 145.39%-86.7pp |
| Employer contribution / active EE | $1,148 | $4,652-75.3% | $4,175-72.5% | $4,194-72.6% |
| Participant deferral / active EE | $4,027 | $6,159-34.6% | $5,451-26.1% | $6,396-37.0% |
| Admin fee / account holder | $14,412 | $16,880-14.6% | $14,497-0.6% | $12,562+14.7% |