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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 | $257,940 | $181,062+42.5% | $158,223+63.0% | $155,188+66.2% |
| Participation rate | 44.4% | 82.7%-38.2pp | 79.2%-34.8pp | 80.8%-36.4pp |
| Annual return | 18.61% | 57.39%-38.8pp | 52.09%-33.5pp | 148.84%-130.2pp |
| Employer contribution / active EE | $1,902 | $4,565-58.3% | $4,109-53.7% | $4,248-55.2% |
| Participant deferral / active EE | $6,198 | $6,134+1.0% | $5,467+13.4% | $6,531-5.1% |
| Admin fee / account holder | $5,494 | $18,825-70.8% | $16,047-65.8% | $14,480-62.1% |