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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 | $255,564 | $154,228+65.7% | $145,433+75.7% | $137,256+86.2% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 15.89% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,881 | $4,804-60.8% | $4,554-58.7% | $4,156-54.7% |
| Participant deferral / active EE | $7,192 | $8,216-12.5% | $7,897-8.9% | $6,407+12.3% |
| Admin fee / account holder | $2,757 | $14,344-80.8% | $13,129-79.0% | $12,270-77.5% |