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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 | $268,007 | $114,119+134.8% | $107,187+150.0% | $138,895+93.0% |
| Participation rate | 44.4% | 78.1%-33.6pp | 75.0%-30.6pp | 79.9%-35.5pp |
| Annual return | 14.94% | 273.21%-258.3pp | 204.55%-189.6pp | 145.39%-130.5pp |
| Employer contribution / active EE | $1,550 | $4,059-61.8% | $3,782-59.0% | $4,194-63.1% |
| Participant deferral / active EE | $4,214 | $5,538-23.9% | $5,096-17.3% | $6,396-34.1% |
| Admin fee / account holder | $7,018 | $10,024-30.0% | $9,162-23.4% | $12,562-44.1% |