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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 | $270,537 | $172,111+57.2% | $150,298+80.0% | $137,256+97.1% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 17.58% | 69.37%-51.8pp | 62.79%-45.2pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,947 | $4,636-58.0% | $4,154-53.1% | $4,156-53.2% |
| Participant deferral / active EE | $7,882 | $6,166+27.8% | $5,453+44.5% | $6,407+23.0% |
| Admin fee / account holder | $2,731 | $16,471-83.4% | $14,116-80.7% | $12,270-77.7% |