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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 | $250,008 | $74,879,922-99.7% | $40,145,923-99.4% | $273,972-8.7% |
| Participation rate | 40.0% | 74.1%-34.1pp | 68.4%-28.4pp | 83.0%-43.0pp |
| Annual return | 6.97% | 2.55%+4.4pp | 5.24%+1.7pp | 41.46%-34.5pp |
| Employer contribution / active EE | $1,241 | $2,350-47.2% | $1,844-32.7% | $4,869-74.5% |
| Participant deferral / active EE | $3,344 | $2,962+12.9% | $2,591+29.1% | $5,287-36.7% |
| Admin fee / account holder | $4,509 | $3,725+21.1% | $2,903+55.3% | $10,133-55.5% |