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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 | $272,015 | $129,737+109.7% | $119,126+128.3% | $154,746+75.8% |
| Participation rate | 21.7% | 78.9%-57.1pp | 75.8%-54.0pp | 80.7%-59.0pp |
| Annual return | 17.06% | 379.08%-362.0pp | 282.11%-265.0pp | 172.34%-155.3pp |
| Employer contribution / active EE | $2,266 | $4,375-48.2% | $4,034-43.8% | $4,379-48.3% |
| Participant deferral / active EE | $2,266 | $5,842-61.2% | $5,318-57.4% | $6,730-66.3% |
| Admin fee / account holder | $1,857 | $11,961-84.5% | $10,693-82.6% | $14,365-87.1% |