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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 | $172,111+66.1% | $150,298+90.2% | $137,256+108.3% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 58.69% | 69.37%-10.7pp | 62.79%-4.1pp | 220.34%-161.6pp |
| Employer contribution / active EE | $1,148 | $4,636-75.2% | $4,154-72.4% | $4,156-72.4% |
| Participant deferral / active EE | $4,027 | $6,166-34.7% | $5,453-26.1% | $6,407-37.1% |
| Admin fee / account holder | $14,412 | $16,471-12.5% | $14,116+2.1% | $12,270+17.5% |