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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 | $252,530 | $223,823+12.8% | $211,142+19.6% | $154,746+63.2% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 14.84% | 50.39%-35.5pp | 46.84%-32.0pp | 172.34%-157.5pp |
| Employer contribution / active EE | $2,727 | $6,787-59.8% | $6,442-57.7% | $4,379-37.7% |
| Participant deferral / active EE | $9,507 | $9,750-2.5% | $9,284+2.4% | $6,730+41.3% |
| Admin fee / account holder | $14,095 | $19,707-28.5% | $19,076-26.1% | $14,365-1.9% |