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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 | $261,906 | $174,379+50.2% | $152,093+72.2% | $138,895+88.6% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 16.69% | 74.86%-58.2pp | 66.36%-49.7pp | 145.39%-128.7pp |
| Employer contribution / active EE | $1,178 | $4,652-74.7% | $4,175-71.8% | $4,194-71.9% |
| Participant deferral / active EE | $5,524 | $6,159-10.3% | $5,451+1.3% | $6,396-13.6% |
| Admin fee / account holder | $9,338 | $16,880-44.7% | $14,497-35.6% | $12,562-25.7% |