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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 | $269,804 | $162,821+65.7% | $133,978+101.4% | $158,982+69.7% |
| Participation rate | 54.5% | 83.2%-28.7pp | 79.8%-25.3pp | 82.0%-27.4pp |
| Annual return | 14.60% | 41.95%-27.3pp | 45.10%-30.5pp | 302.99%-288.4pp |
| Employer contribution / active EE | $3,141 | $4,976-36.9% | $3,919-19.9% | $4,763-34.1% |
| Participant deferral / active EE | $6,890 | $5,910+16.6% | $5,047+36.5% | $5,983+15.2% |
| Admin fee / account holder | $3,342 | $11,742-71.5% | $8,930-62.6% | $11,252-70.3% |