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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 | $261,078 | $185,312+40.9% | $161,489+61.7% | $154,746+68.7% |
| Participation rate | 45.0% | 82.5%-37.5pp | 78.7%-33.7pp | 80.7%-35.7pp |
| Annual return | 16.74% | 103.84%-87.1pp | 89.72%-73.0pp | 172.34%-155.6pp |
| Employer contribution / active EE | $1,177 | $4,769-75.3% | $4,268-72.4% | $4,379-73.1% |
| Participant deferral / active EE | $2,464 | $6,350-61.2% | $5,630-56.2% | $6,730-63.4% |
| Admin fee / account holder | $780 | $18,654-95.8% | $16,006-95.1% | $14,365-94.6% |