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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 | $277,562 | $183,592+51.2% | $155,574+78.4% | $145,877+90.3% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 11.89% | 61.37%-49.5pp | 64.87%-53.0pp | 551.28%-539.4pp |
| Employer contribution / active EE | $2,523 | $5,317-52.5% | $4,676-46.0% | $4,663-45.9% |
| Participant deferral / active EE | $9,240 | $6,466+42.9% | $5,629+64.1% | $6,691+38.1% |
| Admin fee / account holder | $1,340 | $19,316-93.1% | $15,914-91.6% | $13,402-90.0% |