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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 | $255,636 | $154,228+65.8% | $145,433+75.8% | $137,256+86.2% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 18.14% | 74.59%-56.5pp | 66.58%-48.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $2,700 | $4,804-43.8% | $4,554-40.7% | $4,156-35.0% |
| Participant deferral / active EE | $4,500 | $8,216-45.2% | $7,897-43.0% | $6,407-29.8% |
| Admin fee / account holder | $1,034 | $14,344-92.8% | $13,129-92.1% | $12,270-91.6% |