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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 | $329,091 | $154,228+113.4% | $145,433+126.3% | $137,256+139.8% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 15.37% | 74.59%-59.2pp | 66.58%-51.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $3,286 | $4,804-31.6% | $4,554-27.9% | $4,156-20.9% |
| Participant deferral / active EE | $9,540 | $8,216+16.1% | $7,897+20.8% | $6,407+48.9% |
| Admin fee / account holder | $2,500 | $14,344-82.6% | $13,129-81.0% | $12,270-79.6% |