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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 | $308,957 | $72,071+328.7% | $68,368+351.9% | $137,256+125.1% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.0%-40.0pp |
| Annual return | 15.30% | 353.14%-337.8pp | 292.57%-277.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,678 | $2,788-4.0% | $2,649+1.1% | $4,156-35.6% |
| Participant deferral / active EE | $5,145 | $4,410+16.7% | $4,123+24.8% | $6,407-19.7% |
| Admin fee / account holder | $3,351 | $5,336-37.2% | $5,150-34.9% | $12,270-72.7% |