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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 | $262,432 | $199,109+31.8% | $173,730+51.1% | $154,746+69.6% |
| Participation rate | 47.6% | 82.8%-35.2pp | 79.6%-32.0pp | 80.7%-33.1pp |
| Annual return | 15.33% | 20.02%-4.7pp | 19.96%-4.6pp | 172.34%-157.0pp |
| Employer contribution / active EE | $2,673 | $5,311-49.7% | $4,577-41.6% | $4,379-39.0% |
| Participant deferral / active EE | $4,505 | $7,113-36.7% | $6,326-28.8% | $6,730-33.1% |
| Admin fee / account holder | $1,283 | $20,916-93.9% | $17,523-92.7% | $14,365-91.1% |