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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 | $374,949 | $162,136+131.3% | $152,301+146.2% | $154,746+142.3% |
| Participation rate | 40.0% | 84.1%-44.1pp | 82.4%-42.4pp | 80.7%-40.7pp |
| Annual return | 15.30% | 91.02%-75.7pp | 80.50%-65.2pp | 172.34%-157.0pp |
| Employer contribution / active EE | $1,790 | $4,890-63.4% | $4,624-61.3% | $4,379-59.1% |
| Participant deferral / active EE | $4,647 | $8,341-44.3% | $8,004-41.9% | $6,730-31.0% |
| Admin fee / account holder | $1,917 | $15,759-87.8% | $14,398-86.7% | $14,365-86.7% |