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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 | $284,288 | $111,535+154.9% | $105,223+170.2% | $137,256+107.1% |
| Participation rate | 47.4% | 78.1%-30.7pp | 75.0%-27.7pp | 80.0%-32.6pp |
| Annual return | 17.02% | 237.85%-220.8pp | 180.65%-163.6pp | 220.34%-203.3pp |
| Employer contribution / active EE | $4,733 | $3,939+20.2% | $3,689+28.3% | $4,156+13.9% |
| Participant deferral / active EE | $9,298 | $5,500+69.0% | $5,072+83.3% | $6,407+45.1% |
| Admin fee / account holder | $56,562 | $9,721+481.8% | $8,859+538.5% | $12,270+361.0% |