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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 | $250,874 | $185,312+35.4% | $161,489+55.4% | $154,746+62.1% |
| Participation rate | 55.6% | 82.5%-26.9pp | 78.7%-23.1pp | 80.7%-25.1pp |
| Annual return | 13.67% | 103.84%-90.2pp | 89.72%-76.1pp | 172.34%-158.7pp |
| Employer contribution / active EE | $2,946 | $4,769-38.2% | $4,268-31.0% | $4,379-32.7% |
| Participant deferral / active EE | $7,700 | $6,350+21.3% | $5,630+36.8% | $6,730+14.4% |
| Admin fee / account holder | $8,484 | $18,654-54.5% | $16,006-47.0% | $14,365-40.9% |