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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 | $268,782 | $156,398+71.9% | $147,318+82.4% | $138,895+93.5% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 17.55% | 78.75%-61.2pp | 70.43%-52.9pp | 145.39%-127.8pp |
| Employer contribution / active EE | $2,865 | $4,853-41.0% | $4,593-37.6% | $4,194-31.7% |
| Participant deferral / active EE | $6,874 | $8,237-16.6% | $7,906-13.1% | $6,396+7.5% |
| Admin fee / account holder | $566 | $14,976-96.2% | $13,708-95.9% | $12,562-95.5% |