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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 | $185,312+54.3% | $161,489+77.0% | $154,746+84.7% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.7%-21.6pp | 80.7%-23.6pp |
| Annual return | 58.69% | 103.84%-45.1pp | 89.72%-31.0pp | 172.34%-113.6pp |
| Employer contribution / active EE | $1,148 | $4,769-75.9% | $4,268-73.1% | $4,379-73.8% |
| Participant deferral / active EE | $4,027 | $6,350-36.6% | $5,630-28.5% | $6,730-40.2% |
| Admin fee / account holder | $14,412 | $18,654-22.7% | $16,006-10.0% | $14,365+0.3% |