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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 | $289,532 | $135,956+113.0% | $123,894+133.7% | $273,972+5.7% |
| Participation rate | 33.3% | 84.1%-50.7pp | 81.4%-48.1pp | 83.0%-49.7pp |
| Annual return | 4.11% | 56.63%-52.5pp | 47.52%-43.4pp | 41.46%-37.3pp |
| Employer contribution / active EE | $4,000 | $5,170-22.6% | $4,617-13.4% | $4,869-17.8% |
| Participant deferral / active EE | $6,000 | $6,343-5.4% | $5,984+0.3% | $5,287+13.5% |
| Admin fee / account holder | $2,667 | $9,817-72.8% | $8,357-68.1% | $10,133-73.7% |