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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 | $275,897 | $185,312+48.9% | $161,489+70.8% | $154,746+78.3% |
| Participation rate | 45.5% | 82.5%-37.0pp | 78.7%-33.2pp | 80.7%-35.2pp |
| Annual return | 18.94% | 103.84%-84.9pp | 89.72%-70.8pp | 172.34%-153.4pp |
| Employer contribution / active EE | $2,203 | $4,769-53.8% | $4,268-48.4% | $4,379-49.7% |
| Participant deferral / active EE | $5,311 | $6,350-16.4% | $5,630-5.7% | $6,730-21.1% |
| Admin fee / account holder | $952 | $18,654-94.9% | $16,006-94.0% | $14,365-93.4% |