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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 | $271,836 | $172,111+57.9% | $150,298+80.9% | $137,256+98.1% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 14.93% | 69.37%-54.4pp | 62.79%-47.9pp | 220.34%-205.4pp |
| Employer contribution / active EE | $2,938 | $4,636-36.6% | $4,154-29.3% | $4,156-29.3% |
| Participant deferral / active EE | $3,378 | $6,166-45.2% | $5,453-38.0% | $6,407-47.3% |
| Admin fee / account holder | $4,198 | $16,471-74.5% | $14,116-70.3% | $12,270-65.8% |