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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 | $156,398+100.3% | $147,318+112.7% | $138,895+125.6% |
| Participation rate | 53.8% | 83.8%-29.9pp | 82.1%-28.2pp | 79.9%-26.1pp |
| Annual return | 15.09% | 78.75%-63.7pp | 70.43%-55.3pp | 145.39%-130.3pp |
| Employer contribution / active EE | $1,542 | $4,853-68.2% | $4,593-66.4% | $4,194-63.2% |
| Participant deferral / active EE | $2,880 | $8,237-65.0% | $7,906-63.6% | $6,396-55.0% |
| Admin fee / account holder | $1,767 | $14,976-88.2% | $13,708-87.1% | $12,562-85.9% |