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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 | $267,350 | $213,785+25.1% | $185,441+44.2% | $155,188+72.3% |
| Participation rate | 60.0% | 83.2%-23.2pp | 80.3%-20.3pp | 80.8%-20.8pp |
| Annual return | 18.50% | 19.97%-1.5pp | 20.16%-1.7pp | 148.84%-130.3pp |
| Employer contribution / active EE | $4,052 | $5,393-24.9% | $4,672-13.3% | $4,248-4.6% |
| Participant deferral / active EE | $12,074 | $6,864+75.9% | $6,152+96.3% | $6,531+84.9% |
| Admin fee / account holder | $3,030 | $21,134-85.7% | $17,890-83.1% | $14,480-79.1% |