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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 | $262,432 | $184,014+42.6% | $161,149+62.9% | $138,895+88.9% |
| Participation rate | 47.6% | 82.1%-34.5pp | 78.8%-31.2pp | 79.9%-32.3pp |
| Annual return | 15.33% | 21.52%-6.2pp | 21.16%-5.8pp | 145.39%-130.1pp |
| Employer contribution / active EE | $2,673 | $5,055-47.1% | $4,360-38.7% | $4,194-36.3% |
| Participant deferral / active EE | $4,505 | $6,909-34.8% | $6,153-26.8% | $6,396-29.6% |
| Admin fee / account holder | $1,283 | $18,027-92.9% | $15,194-91.6% | $12,562-89.8% |