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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 | $274,022 | $182,442+50.2% | $163,379+67.7% | $138,895+97.3% |
| Participation rate | 55.6% | 79.8%-24.2pp | 76.8%-21.3pp | 79.9%-24.4pp |
| Annual return | 11.50% | 72.74%-61.2pp | 63.41%-51.9pp | 145.39%-133.9pp |
| Employer contribution / active EE | $3,761 | $4,159-9.6% | $3,752+0.2% | $4,194-10.3% |
| Participant deferral / active EE | $10,384 | $6,817+52.3% | $6,282+65.3% | $6,396+62.3% |
| Admin fee / account holder | $2,041 | $10,396-80.4% | $9,818-79.2% | $12,562-83.8% |