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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 | $360,565 | $181,896+98.2% | $156,551+130.3% | $273,972+31.6% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 5.01% | 30.74%-25.7pp | 32.23%-27.2pp | 41.46%-36.4pp |
| Employer contribution / active EE | $3,649 | $6,248-41.6% | $5,501-33.7% | $4,869-25.0% |
| Participant deferral / active EE | $5,280 | $5,550-4.9% | $4,871+8.4% | $5,287-0.1% |
| Admin fee / account holder | $2,665 | $15,560-82.9% | $13,028-79.5% | $10,133-73.7% |