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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 | $306,766 | $172,111+78.2% | $150,298+104.1% | $137,256+123.5% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 13.65% | 69.37%-55.7pp | 62.79%-49.1pp | 220.34%-206.7pp |
| Employer contribution / active EE | $2,540 | $4,636-45.2% | $4,154-38.8% | $4,156-38.9% |
| Participant deferral / active EE | $6,321 | $6,166+2.5% | $5,453+15.9% | $6,407-1.3% |
| Admin fee / account holder | $3,407 | $16,471-79.3% | $14,116-75.9% | $12,270-72.2% |