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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 | $251,733 | $156,398+61.0% | $147,318+70.9% | $138,895+81.2% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 79.9%-17.4pp |
| Annual return | 17.64% | 78.75%-61.1pp | 70.43%-52.8pp | 145.39%-127.8pp |
| Employer contribution / active EE | $3,130 | $4,853-35.5% | $4,593-31.9% | $4,194-25.4% |
| Participant deferral / active EE | $5,824 | $8,237-29.3% | $7,906-26.3% | $6,396-9.0% |
| Admin fee / account holder | $515 | $14,976-96.6% | $13,708-96.2% | $12,562-95.9% |