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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 | $308,050 | $135,956+126.6% | $123,894+148.6% | $273,972+12.4% |
| Participation rate | 25.0% | 84.1%-59.1pp | 81.4%-56.4pp | 83.0%-58.0pp |
| Annual return | 6.67% | 56.63%-50.0pp | 47.52%-40.8pp | 41.46%-34.8pp |
| Employer contribution / active EE | $2,650 | $5,170-48.7% | $4,617-42.6% | $4,869-45.6% |
| Participant deferral / active EE | $5,250 | $6,343-17.2% | $5,984-12.3% | $5,287-0.7% |
| Admin fee / account holder | $2,264 | $9,817-76.9% | $8,357-72.9% | $10,133-77.7% |