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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 | $162,136+80.9% | $152,301+92.6% | $154,746+89.5% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 13.45% | 91.02%-77.6pp | 80.50%-67.1pp | 172.34%-158.9pp |
| Employer contribution / active EE | $1,690 | $4,890-65.4% | $4,624-63.4% | $4,379-61.4% |
| Participant deferral / active EE | $6,802 | $8,341-18.5% | $8,004-15.0% | $6,730+1.1% |
| Admin fee / account holder | $3,144 | $15,759-80.0% | $14,398-78.2% | $14,365-78.1% |