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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 | $250,808 | $154,228+62.6% | $145,433+72.5% | $137,256+82.7% |
| Participation rate | 63.6% | 83.8%-20.2pp | 82.1%-18.5pp | 80.0%-16.3pp |
| Annual return | 17.08% | 74.59%-57.5pp | 66.58%-49.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $5,904 | $4,804+22.9% | $4,554+29.6% | $4,156+42.1% |
| Participant deferral / active EE | $15,270 | $8,216+85.9% | $7,897+93.4% | $6,407+138.3% |
| Admin fee / account holder | $18,397 | $14,344+28.3% | $13,129+40.1% | $12,270+49.9% |