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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 | $257,803 | $154,228+67.2% | $145,433+77.3% | $137,256+87.8% |
| Participation rate | 63.6% | 83.8%-20.2pp | 82.1%-18.5pp | 80.0%-16.3pp |
| Annual return | 14.13% | 74.59%-60.5pp | 66.58%-52.4pp | 220.34%-206.2pp |
| Employer contribution / active EE | $5,134 | $4,804+6.9% | $4,554+12.7% | $4,156+23.5% |
| Participant deferral / active EE | $14,654 | $8,216+78.4% | $7,897+85.6% | $6,407+128.7% |
| Admin fee / account holder | $63,391 | $14,344+342.0% | $13,129+382.8% | $12,270+416.6% |