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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 | $267,109 | $178,174+49.9% | $156,181+71.0% | $137,256+94.6% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.8%-18.8pp | 80.0%-20.0pp |
| Annual return | 14.34% | 84.19%-69.9pp | 64.87%-50.5pp | 220.34%-206.0pp |
| Employer contribution / active EE | $3,085 | $4,972-38.0% | $4,294-28.2% | $4,156-25.8% |
| Participant deferral / active EE | $8,711 | $6,888+26.5% | $6,132+42.1% | $6,407+36.0% |
| Admin fee / account holder | $7,393 | $17,404-57.5% | $14,586-49.3% | $12,270-39.7% |