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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 | $285,779 | $196,972+45.1% | $182,262+56.8% | $198,609+43.9% |
| Participation rate | 60.0% | 85.7%-25.7pp | 84.2%-24.2pp | 82.4%-22.4pp |
| Annual return | 11.88% | 158.27%-146.4pp | 140.60%-128.7pp | 202.70%-190.8pp |
| Employer contribution / active EE | $4,570 | $5,364-14.8% | $5,046-9.4% | $5,055-9.6% |
| Participant deferral / active EE | $5,358 | $8,643-38.0% | $8,276-35.3% | $6,977-23.2% |
| Admin fee / account holder | $500 | $18,429-97.3% | $16,712-97.0% | $19,030-97.4% |