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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 | $265,551 | $154,228+72.2% | $145,433+82.6% | $137,256+93.5% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 16.74% | 74.59%-57.9pp | 66.58%-49.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $2,760 | $4,804-42.6% | $4,554-39.4% | $4,156-33.6% |
| Participant deferral / active EE | $8,437 | $8,216+2.7% | $7,897+6.8% | $6,407+31.7% |
| Admin fee / account holder | $7,252 | $14,344-49.4% | $13,129-44.8% | $12,270-40.9% |