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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 | $317,066 | $172,111+84.2% | $150,298+111.0% | $137,256+131.0% |
| Participation rate | 28.6% | 81.7%-53.1pp | 77.8%-49.2pp | 80.0%-51.4pp |
| Annual return | 11.87% | 69.37%-57.5pp | 62.79%-50.9pp | 220.34%-208.5pp |
| Employer contribution / active EE | $1,135 | $4,636-75.5% | $4,154-72.7% | $4,156-72.7% |
| Participant deferral / active EE | $4,785 | $6,166-22.4% | $5,453-12.2% | $6,407-25.3% |
| Admin fee / account holder | $6,320 | $16,471-61.6% | $14,116-55.2% | $12,270-48.5% |