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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 | $185,312+46.0% | $161,489+67.5% | $154,746+74.8% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 17.58% | 103.84%-86.3pp | 89.72%-72.1pp | 172.34%-154.8pp |
| Employer contribution / active EE | $1,947 | $4,769-59.2% | $4,268-54.4% | $4,379-55.5% |
| Participant deferral / active EE | $7,882 | $6,350+24.1% | $5,630+40.0% | $6,730+17.1% |
| Admin fee / account holder | $2,731 | $18,654-85.4% | $16,006-82.9% | $14,365-81.0% |