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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 | $268,555 | $154,228+74.1% | $145,433+84.7% | $137,256+95.7% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 17.15% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,602 | $4,804-66.6% | $4,554-64.8% | $4,156-61.4% |
| Participant deferral / active EE | $9,065 | $8,216+10.3% | $7,897+14.8% | $6,407+41.5% |
| Admin fee / account holder | $2,922 | $14,344-79.6% | $13,129-77.7% | $12,270-76.2% |