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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 | $285,729 | $172,111+66.0% | $150,298+90.1% | $137,256+108.2% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 15.72% | 69.37%-53.7pp | 62.79%-47.1pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,495 | $4,636-46.2% | $4,154-39.9% | $4,156-40.0% |
| Participant deferral / active EE | $5,278 | $6,166-14.4% | $5,453-3.2% | $6,407-17.6% |
| Admin fee / account holder | $6,162 | $16,471-62.6% | $14,116-56.3% | $12,270-49.8% |