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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 | $268,964 | $174,379+54.2% | $152,093+76.8% | $138,895+93.6% |
| Participation rate | 53.8% | 81.6%-27.8pp | 77.8%-23.9pp | 79.9%-26.1pp |
| Annual return | 16.93% | 74.86%-57.9pp | 66.36%-49.4pp | 145.39%-128.5pp |
| Employer contribution / active EE | $2,370 | $4,652-49.0% | $4,175-43.2% | $4,194-43.5% |
| Participant deferral / active EE | $5,863 | $6,159-4.8% | $5,451+7.6% | $6,396-8.3% |
| Admin fee / account holder | $50,123 | $16,880+196.9% | $14,497+245.8% | $12,562+299.0% |