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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 | $293,293 | $196,972+48.9% | $182,262+60.9% | $198,609+47.7% |
| Participation rate | 50.0% | 85.7%-35.7pp | 84.2%-34.2pp | 82.4%-32.4pp |
| Annual return | 13.45% | 158.27%-144.8pp | 140.60%-127.2pp | 202.70%-189.3pp |
| Employer contribution / active EE | $1,690 | $5,364-68.5% | $5,046-66.5% | $5,055-66.6% |
| Participant deferral / active EE | $6,802 | $8,643-21.3% | $8,276-17.8% | $6,977-2.5% |
| Admin fee / account holder | $3,144 | $18,429-82.9% | $16,712-81.2% | $19,030-83.5% |