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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 | $281,649 | $185,312+52.0% | $161,489+74.4% | $154,746+82.0% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.7%-16.2pp | 80.7%-18.2pp |
| Annual return | 15.50% | 103.84%-88.3pp | 89.72%-74.2pp | 172.34%-156.8pp |
| Employer contribution / active EE | $1,825 | $4,769-61.7% | $4,268-57.2% | $4,379-58.3% |
| Participant deferral / active EE | $8,278 | $6,350+30.4% | $5,630+47.0% | $6,730+23.0% |
| Admin fee / account holder | $1,783 | $18,654-90.4% | $16,006-88.9% | $14,365-87.6% |