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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 | $271,836 | $185,312+46.7% | $161,489+68.3% | $154,746+75.7% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 14.93% | 103.84%-88.9pp | 89.72%-74.8pp | 172.34%-157.4pp |
| Employer contribution / active EE | $2,938 | $4,769-38.4% | $4,268-31.2% | $4,379-32.9% |
| Participant deferral / active EE | $3,378 | $6,350-46.8% | $5,630-40.0% | $6,730-49.8% |
| Admin fee / account holder | $4,198 | $18,654-77.5% | $16,006-73.8% | $14,365-70.8% |