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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 | $276,183 | $154,228+79.1% | $145,433+89.9% | $137,256+101.2% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 13.46% | 74.59%-61.1pp | 66.58%-53.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $7,907 | $4,804+64.6% | $4,554+73.6% | $4,156+90.3% |
| Participant deferral / active EE | $5,871 | $8,216-28.5% | $7,897-25.7% | $6,407-8.4% |
| Admin fee / account holder | $103,464 | $14,344+621.3% | $13,129+688.1% | $12,270+743.2% |