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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 | $306,382 | $227,399+34.7% | $189,758+61.5% | $198,609+54.3% |
| Participation rate | 58.8% | 84.0%-25.2pp | 79.8%-21.0pp | 82.4%-23.6pp |
| Annual return | 15.57% | 61.03%-45.5pp | 52.62%-37.1pp | 202.70%-187.1pp |
| Employer contribution / active EE | $2,257 | $5,526-59.2% | $4,767-52.6% | $5,055-55.3% |
| Participant deferral / active EE | $5,248 | $6,837-23.2% | $5,856-10.4% | $6,977-24.8% |
| Admin fee / account holder | $4,577 | $25,162-81.8% | $20,388-77.5% | $19,030-75.9% |