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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 | $279,514 | $172,111+62.4% | $150,298+86.0% | $137,256+103.6% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 12.35% | 69.37%-57.0pp | 62.79%-50.4pp | 220.34%-208.0pp |
| Employer contribution / active EE | $5,037 | $4,636+8.6% | $4,154+21.3% | $4,156+21.2% |
| Participant deferral / active EE | $13,813 | $6,166+124.0% | $5,453+153.3% | $6,407+115.6% |
| Admin fee / account holder | $2,180 | $16,471-86.8% | $14,116-84.6% | $12,270-82.2% |