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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 | $287,426 | $228,395+25.8% | $185,861+54.6% | $158,982+80.8% |
| Participation rate | 63.6% | 82.3%-18.7pp | 78.0%-14.4pp | 82.0%-18.3pp |
| Annual return | 12.59% | 40.82%-28.2pp | 35.96%-23.4pp | 302.99%-290.4pp |
| Employer contribution / active EE | $2,695 | $4,968-45.8% | $4,088-34.1% | $4,763-43.4% |
| Participant deferral / active EE | $5,130 | $6,417-20.1% | $5,634-8.9% | $5,983-14.3% |
| Admin fee / account holder | $30,356 | $11,869+155.8% | $9,503+219.4% | $11,252+169.8% |