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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 | $264,815 | $185,312+42.9% | $161,489+64.0% | $154,746+71.1% |
| Participation rate | 55.6% | 82.5%-26.9pp | 78.7%-23.1pp | 80.7%-25.1pp |
| Annual return | 14.66% | 103.84%-89.2pp | 89.72%-75.1pp | 172.34%-157.7pp |
| Employer contribution / active EE | $1,571 | $4,769-67.1% | $4,268-63.2% | $4,379-64.1% |
| Participant deferral / active EE | $2,532 | $6,350-60.1% | $5,630-55.0% | $6,730-62.4% |
| Admin fee / account holder | $2,257 | $18,654-87.9% | $16,006-85.9% | $14,365-84.3% |