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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 | $275,583 | $154,228+78.7% | $145,433+89.5% | $137,256+100.8% |
| Participation rate | 69.2% | 83.8%-14.6pp | 82.1%-12.9pp | 80.0%-10.7pp |
| Annual return | 17.42% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $2,179 | $4,804-54.6% | $4,554-52.1% | $4,156-47.6% |
| Participant deferral / active EE | $4,769 | $8,216-42.0% | $7,897-39.6% | $6,407-25.6% |
| Admin fee / account holder | $22,086 | $14,344+54.0% | $13,129+68.2% | $12,270+80.0% |