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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 | $283,130 | $174,379+62.4% | $152,093+86.2% | $138,895+103.8% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 18.97% | 74.86%-55.9pp | 66.36%-47.4pp | 145.39%-126.4pp |
| Employer contribution / active EE | $2,111 | $4,652-54.6% | $4,175-49.4% | $4,194-49.7% |
| Participant deferral / active EE | $7,326 | $6,159+18.9% | $5,451+34.4% | $6,396+14.5% |
| Admin fee / account holder | $1,731 | $16,880-89.7% | $14,497-88.1% | $12,562-86.2% |