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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 | $251,704 | $174,379+44.3% | $152,093+65.5% | $138,895+81.2% |
| Participation rate | 62.5% | 81.6%-19.1pp | 77.8%-15.3pp | 79.9%-17.4pp |
| Annual return | 17.35% | 74.86%-57.5pp | 66.36%-49.0pp | 145.39%-128.0pp |
| Employer contribution / active EE | $1,114 | $4,652-76.1% | $4,175-73.3% | $4,194-73.5% |
| Participant deferral / active EE | $8,423 | $6,159+36.7% | $5,451+54.5% | $6,396+31.7% |
| Admin fee / account holder | $657 | $16,880-96.1% | $14,497-95.5% | $12,562-94.8% |