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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 | $294,673 | $156,398+88.4% | $147,318+100.0% | $138,895+112.2% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 79.9%-17.4pp |
| Annual return | 17.09% | 78.75%-61.7pp | 70.43%-53.3pp | 145.39%-128.3pp |
| Employer contribution / active EE | $4,598 | $4,853-5.3% | $4,593+0.1% | $4,194+9.6% |
| Participant deferral / active EE | $10,869 | $8,237+31.9% | $7,906+37.5% | $6,396+69.9% |
| Admin fee / account holder | $5,103 | $14,976-65.9% | $13,708-62.8% | $12,562-59.4% |