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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 | $254,974 | $178,174+43.1% | $156,181+63.3% | $137,256+85.8% |
| Participation rate | 42.9% | 82.0%-39.2pp | 78.8%-36.0pp | 80.0%-37.1pp |
| Annual return | 13.00% | 84.19%-71.2pp | 64.87%-51.9pp | 220.34%-207.3pp |
| Employer contribution / active EE | $1,691 | $4,972-66.0% | $4,294-60.6% | $4,156-59.3% |
| Participant deferral / active EE | $3,712 | $6,888-46.1% | $6,132-39.5% | $6,407-42.1% |
| Admin fee / account holder | $823 | $17,404-95.3% | $14,586-94.4% | $12,270-93.3% |