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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 | $275,897 | $172,111+60.3% | $150,298+83.6% | $137,256+101.0% |
| Participation rate | 45.5% | 81.7%-36.3pp | 77.8%-32.3pp | 80.0%-34.5pp |
| Annual return | 18.94% | 69.37%-50.4pp | 62.79%-43.8pp | 220.34%-201.4pp |
| Employer contribution / active EE | $2,203 | $4,636-52.5% | $4,154-47.0% | $4,156-47.0% |
| Participant deferral / active EE | $5,311 | $6,166-13.9% | $5,453-2.6% | $6,407-17.1% |
| Admin fee / account holder | $952 | $16,471-94.2% | $14,116-93.3% | $12,270-92.2% |