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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 | $154,228+95.3% | $145,433+107.1% | $137,256+119.4% |
| Participation rate | 30.0% | 83.8%-53.8pp | 82.1%-52.1pp | 80.0%-50.0pp |
| Annual return | 14.95% | 74.59%-59.6pp | 66.58%-51.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,663 | $4,804-65.4% | $4,554-63.5% | $4,156-60.0% |
| Participant deferral / active EE | $5,350 | $8,216-34.9% | $7,897-32.3% | $6,407-16.5% |
| Admin fee / account holder | $10,652 | $14,344-25.7% | $13,129-18.9% | $12,270-13.2% |