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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 | $250,734 | $172,111+45.7% | $150,298+66.8% | $137,256+82.7% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 17.56% | 69.37%-51.8pp | 62.79%-45.2pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,419 | $4,636-69.4% | $4,154-65.8% | $4,156-65.9% |
| Participant deferral / active EE | $11,548 | $6,166+87.3% | $5,453+111.8% | $6,407+80.2% |
| Admin fee / account holder | $2,924 | $16,471-82.2% | $14,116-79.3% | $12,270-76.2% |