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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 | $292,360 | $165,381+76.8% | $149,730+95.3% | $158,966+83.9% |
| Participation rate | 53.8% | 84.6%-30.7pp | 82.5%-28.6pp | 82.0%-28.1pp |
| Annual return | 14.72% | 348.29%-333.6pp | 276.70%-262.0pp | 302.95%-288.2pp |
| Employer contribution / active EE | $4,226 | $5,104-17.2% | $4,645-9.0% | $4,762-11.3% |
| Participant deferral / active EE | $5,923 | $7,182-17.5% | $6,843-13.4% | $5,983-1.0% |
| Admin fee / account holder | $1,749 | $10,809-83.8% | $9,310-81.2% | $11,250-84.5% |