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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 | $274,194 | $154,228+77.8% | $145,433+88.5% | $137,256+99.8% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 16.26% | 74.59%-58.3pp | 66.58%-50.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,138 | $4,804-55.5% | $4,554-53.1% | $4,156-48.6% |
| Participant deferral / active EE | $11,225 | $8,216+36.6% | $7,897+42.1% | $6,407+75.2% |
| Admin fee / account holder | $569 | $14,344-96.0% | $13,129-95.7% | $12,270-95.4% |