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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 | $172,111+78.0% | $150,298+103.8% | $137,256+123.2% |
| Participation rate | 58.8% | 81.7%-22.9pp | 77.8%-18.9pp | 80.0%-21.1pp |
| Annual return | 15.57% | 69.37%-53.8pp | 62.79%-47.2pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,257 | $4,636-51.3% | $4,154-45.7% | $4,156-45.7% |
| Participant deferral / active EE | $5,248 | $6,166-14.9% | $5,453-3.8% | $6,407-18.1% |
| Admin fee / account holder | $4,577 | $16,471-72.2% | $14,116-67.6% | $12,270-62.7% |