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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 | $277,812 | $185,312+49.9% | $161,489+72.0% | $154,746+79.5% |
| Participation rate | 20.0% | 82.5%-62.5pp | 78.7%-58.7pp | 80.7%-60.7pp |
| Annual return | 13.87% | 103.84%-90.0pp | 89.72%-75.9pp | 172.34%-158.5pp |
| Employer contribution / active EE | $1,600 | $4,769-66.5% | $4,268-62.5% | $4,379-63.5% |
| Participant deferral / active EE | $4,400 | $6,350-30.7% | $5,630-21.8% | $6,730-34.6% |
| Admin fee / account holder | $2,002 | $18,654-89.3% | $16,006-87.5% | $14,365-86.1% |