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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 | $266,952 | $183,627+45.4% | $155,602+71.6% | $145,978+82.9% |
| Participation rate | 69.2% | 82.7%-13.5pp | 78.2%-9.0pp | 80.3%-11.1pp |
| Annual return | 17.01% | 61.32%-44.3pp | 64.81%-47.8pp | 550.52%-533.5pp |
| Employer contribution / active EE | $3,131 | $5,316-41.1% | $4,675-33.0% | $4,662-32.8% |
| Participant deferral / active EE | $8,869 | $6,466+37.2% | $5,629+57.6% | $6,690+32.6% |
| Admin fee / account holder | $3,783 | $19,327-80.4% | $15,923-76.2% | $13,400-71.8% |