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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 | $286,138 | $172,111+66.3% | $150,298+90.4% | $137,256+108.5% |
| Participation rate | 25.0% | 81.7%-56.7pp | 77.8%-52.8pp | 80.0%-55.0pp |
| Annual return | 18.81% | 69.37%-50.6pp | 62.79%-44.0pp | 220.34%-201.5pp |
| Employer contribution / active EE | $856 | $4,636-81.5% | $4,154-79.4% | $4,156-79.4% |
| Participant deferral / active EE | $7,748 | $6,166+25.7% | $5,453+42.1% | $6,407+20.9% |
| Admin fee / account holder | $2,003 | $16,471-87.8% | $14,116-85.8% | $12,270-83.7% |