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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 | $262,739 | $174,379+50.7% | $152,093+72.7% | $138,895+89.2% |
| Participation rate | 62.5% | 81.6%-19.1pp | 77.8%-15.3pp | 79.9%-17.4pp |
| Annual return | 16.73% | 74.86%-58.1pp | 66.36%-49.6pp | 145.39%-128.7pp |
| Employer contribution / active EE | $1,816 | $4,652-61.0% | $4,175-56.5% | $4,194-56.7% |
| Participant deferral / active EE | $4,809 | $6,159-21.9% | $5,451-11.8% | $6,396-24.8% |
| Admin fee / account holder | $2,417 | $16,880-85.7% | $14,497-83.3% | $12,562-80.8% |