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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 | $253,420 | $154,228+64.3% | $145,433+74.3% | $137,256+84.6% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 17.59% | 74.59%-57.0pp | 66.58%-49.0pp | 220.34%-202.7pp |
| Employer contribution / active EE | $4,740 | $4,804-1.3% | $4,554+4.1% | $4,156+14.1% |
| Participant deferral / active EE | $7,267 | $8,216-11.5% | $7,897-8.0% | $6,407+13.4% |
| Admin fee / account holder | $1,738 | $14,344-87.9% | $13,129-86.8% | $12,270-85.8% |