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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 | $269,090 | $156,398+72.1% | $147,318+82.7% | $138,895+93.7% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-24.9pp | 79.9%-22.8pp |
| Annual return | 17.77% | 78.75%-61.0pp | 70.43%-52.7pp | 145.39%-127.6pp |
| Employer contribution / active EE | $5,860 | $4,853+20.7% | $4,593+27.6% | $4,194+39.7% |
| Participant deferral / active EE | $12,472 | $8,237+51.4% | $7,906+57.7% | $6,396+95.0% |
| Admin fee / account holder | $1,001 | $14,976-93.3% | $13,708-92.7% | $12,562-92.0% |