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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 | $251,089 | $178,174+40.9% | $156,181+60.8% | $137,256+82.9% |
| Participation rate | 55.6% | 82.0%-26.5pp | 78.8%-23.3pp | 80.0%-24.4pp |
| Annual return | 14.82% | 84.19%-69.4pp | 64.87%-50.1pp | 220.34%-205.5pp |
| Employer contribution / active EE | $3,756 | $4,972-24.4% | $4,294-12.5% | $4,156-9.6% |
| Participant deferral / active EE | $6,209 | $6,888-9.9% | $6,132+1.3% | $6,407-3.1% |
| Admin fee / account holder | $7,519 | $17,404-56.8% | $14,586-48.5% | $12,270-38.7% |