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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 | $285,589 | $185,312+54.1% | $161,489+76.8% | $154,746+84.6% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 19.93% | 103.84%-83.9pp | 89.72%-69.8pp | 172.34%-152.4pp |
| Employer contribution / active EE | $2,612 | $4,769-45.2% | $4,268-38.8% | $4,379-40.3% |
| Participant deferral / active EE | $8,879 | $6,350+39.8% | $5,630+57.7% | $6,730+31.9% |
| Admin fee / account holder | $1,688 | $18,654-90.9% | $16,006-89.5% | $14,365-88.2% |