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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 | $313,300 | $155,555+101.4% | $146,866+113.3% | $155,188+101.9% |
| Participation rate | 53.8% | 84.0%-30.1pp | 82.5%-28.7pp | 80.8%-27.0pp |
| Annual return | 15.09% | 115.41%-100.3pp | 102.85%-87.8pp | 148.84%-133.8pp |
| Employer contribution / active EE | $1,542 | $4,647-66.8% | $4,425-65.1% | $4,248-63.7% |
| Participant deferral / active EE | $2,880 | $8,044-64.2% | $7,759-62.9% | $6,531-55.9% |
| Admin fee / account holder | $1,767 | $14,755-88.0% | $13,620-87.0% | $14,480-87.8% |