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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 | $258,180 | $80,983+218.8% | $96,544+167.4% | $75,177+243.4% |
| Participation rate | 55.6% | 71.8%-16.2pp | 76.0%-20.4pp | 67.2%-11.6pp |
| Annual return | 20.56% | 27.05%-6.5pp | 25.88%-5.3pp | 160.75%-140.2pp |
| Employer contribution / active EE | $3,096 | $2,282+35.6% | $2,966+4.4% | $2,671+15.9% |
| Participant deferral / active EE | $4,576 | $3,929+16.5% | $4,851-5.7% | $4,126+10.9% |
| Admin fee / account holder | $6,335 | $6,717-5.7% | $8,254-23.3% | $5,651+12.1% |