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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 | $287,995 | $211,946+35.9% | $169,452+70.0% | $135,380+112.7% |
| Participation rate | 33.3% | 82.6%-49.3pp | 77.8%-44.4pp | 82.6%-49.3pp |
| Annual return | 0.00% | 3.26%-3.3pp | 1.83%-1.8pp | 519.81%-519.8pp |
| Employer contribution / active EE | $6,833 | $5,117+33.5% | $4,157+64.4% | $4,779+43.0% |
| Participant deferral / active EE | $6,167 | $6,075+1.5% | $5,277+16.9% | $5,609+9.9% |
| Admin fee / account holder | $4,220 | $11,472-63.2% | $9,110-53.7% | $10,828-61.0% |