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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 | $255,918 | $185,905+37.7% | $170,057+50.5% | $139,487+83.5% |
| Participation rate | 64.3% | 87.8%-23.5pp | 87.0%-22.7pp | 80.3%-16.1pp |
| Annual return | 17.45% | 60.56%-43.1pp | 53.42%-36.0pp | 373.84%-356.4pp |
| Employer contribution / active EE | $1,908 | $7,597-74.9% | $6,790-71.9% | $4,755-59.9% |
| Participant deferral / active EE | $3,801 | $11,627-67.3% | $10,411-63.5% | $6,713-43.4% |
| Admin fee / account holder | $1,672 | $15,397-89.1% | $12,826-87.0% | $11,407-85.3% |