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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 | $270,456 | $174,379+55.1% | $152,093+77.8% | $138,895+94.7% |
| Participation rate | 62.5% | 81.6%-19.1pp | 77.8%-15.3pp | 79.9%-17.4pp |
| Annual return | 15.19% | 74.86%-59.7pp | 66.36%-51.2pp | 145.39%-130.2pp |
| Employer contribution / active EE | $2,312 | $4,652-50.3% | $4,175-44.6% | $4,194-44.9% |
| Participant deferral / active EE | $5,619 | $6,159-8.8% | $5,451+3.1% | $6,396-12.1% |
| Admin fee / account holder | $932 | $16,880-94.5% | $14,497-93.6% | $12,562-92.6% |