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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 | $268,767 | $154,228+74.3% | $145,433+84.8% | $137,256+95.8% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 14.87% | 74.59%-59.7pp | 66.58%-51.7pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,550 | $4,804-67.7% | $4,554-66.0% | $4,156-62.7% |
| Participant deferral / active EE | $8,234 | $8,216+0.2% | $7,897+4.3% | $6,407+28.5% |
| Admin fee / account holder | $11,638 | $14,344-18.9% | $13,129-11.4% | $12,270-5.2% |