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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 | $300,567 | $178,174+68.7% | $156,181+92.4% | $137,256+119.0% |
| Participation rate | 63.2% | 82.0%-18.9pp | 78.8%-15.7pp | 80.0%-16.8pp |
| Annual return | 16.36% | 84.19%-67.8pp | 64.87%-48.5pp | 220.34%-204.0pp |
| Employer contribution / active EE | $2,856 | $4,972-42.6% | $4,294-33.5% | $4,156-31.3% |
| Participant deferral / active EE | $5,512 | $6,888-20.0% | $6,132-10.1% | $6,407-14.0% |
| Admin fee / account holder | $4,568 | $17,404-73.8% | $14,586-68.7% | $12,270-62.8% |