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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 | $301,207 | $162,136+85.8% | $152,301+97.8% | $154,746+94.6% |
| Participation rate | 30.0% | 84.1%-54.1pp | 82.4%-52.4pp | 80.7%-50.7pp |
| Annual return | 14.95% | 91.02%-76.1pp | 80.50%-65.6pp | 172.34%-157.4pp |
| Employer contribution / active EE | $1,663 | $4,890-66.0% | $4,624-64.0% | $4,379-62.0% |
| Participant deferral / active EE | $5,350 | $8,341-35.9% | $8,004-33.2% | $6,730-20.5% |
| Admin fee / account holder | $10,652 | $15,759-32.4% | $14,398-26.0% | $14,365-25.8% |