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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 | $284,145 | $156,398+81.7% | $147,318+92.9% | $138,895+104.6% |
| Participation rate | 61.5% | 83.8%-22.2pp | 82.1%-20.5pp | 79.9%-18.4pp |
| Annual return | 15.84% | 78.75%-62.9pp | 70.43%-54.6pp | 145.39%-129.6pp |
| Employer contribution / active EE | $1,615 | $4,853-66.7% | $4,593-64.8% | $4,194-61.5% |
| Participant deferral / active EE | $6,300 | $8,237-23.5% | $7,906-20.3% | $6,396-1.5% |
| Admin fee / account holder | $2,325 | $14,976-84.5% | $13,708-83.0% | $12,562-81.5% |