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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 | $303,457 | $172,111+76.3% | $150,298+101.9% | $137,256+121.1% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 16.91% | 69.37%-52.5pp | 62.79%-45.9pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,705 | $4,636-63.2% | $4,154-59.0% | $4,156-59.0% |
| Participant deferral / active EE | $4,556 | $6,166-26.1% | $5,453-16.4% | $6,407-28.9% |
| Admin fee / account holder | $3,684 | $16,471-77.6% | $14,116-73.9% | $12,270-70.0% |