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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 | $507,893 | $275,752+84.2% | $256,809+97.8% | $198,609+155.7% |
| Participation rate | 53.3% | 89.2%-35.8pp | 88.5%-35.2pp | 82.4%-29.0pp |
| Annual return | 17.98% | 34.81%-16.8pp | 32.73%-14.7pp | 202.70%-184.7pp |
| Employer contribution / active EE | $2,087 | $7,721-73.0% | $7,263-71.3% | $5,055-58.7% |
| Participant deferral / active EE | $5,895 | $10,037-41.3% | $9,520-38.1% | $6,977-15.5% |
| Admin fee / account holder | $16,207 | $25,716-37.0% | $25,146-35.5% | $19,030-14.8% |