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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 | $255,324 | $212,386+20.2% | $199,883+27.7% | $138,895+83.8% |
| Participation rate | 60.0% | 87.4%-27.4pp | 86.8%-26.8pp | 79.9%-19.9pp |
| Annual return | 14.59% | 47.75%-33.2pp | 43.81%-29.2pp | 145.39%-130.8pp |
| Employer contribution / active EE | $2,606 | $6,625-60.7% | $6,261-58.4% | $4,194-37.9% |
| Participant deferral / active EE | $8,507 | $9,617-11.5% | $9,138-6.9% | $6,396+33.0% |
| Admin fee / account holder | $1,205 | $18,233-93.4% | $17,268-93.0% | $12,562-90.4% |