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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 | $270,537 | $174,379+55.1% | $152,093+77.9% | $138,895+94.8% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 17.58% | 74.86%-57.3pp | 66.36%-48.8pp | 145.39%-127.8pp |
| Employer contribution / active EE | $1,947 | $4,652-58.2% | $4,175-53.4% | $4,194-53.6% |
| Participant deferral / active EE | $7,882 | $6,159+28.0% | $5,451+44.6% | $6,396+23.2% |
| Admin fee / account holder | $2,731 | $16,880-83.8% | $14,497-81.2% | $12,562-78.3% |