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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 | $397,647 | $254,759+56.1% | $216,567+83.6% | $198,609+100.2% |
| Participation rate | 66.7% | 84.5%-17.9pp | 81.6%-15.0pp | 82.4%-15.7pp |
| Annual return | 6.38% | 10.04%-3.7pp | 12.94%-6.6pp | 202.70%-196.3pp |
| Employer contribution / active EE | $2,400 | $6,096-60.6% | $5,216-54.0% | $5,055-52.5% |
| Participant deferral / active EE | $20,667 | $6,948+197.4% | $6,191+233.8% | $6,977+196.2% |
| Admin fee / account holder | $253,264 | $26,311+862.6% | $21,981+1052.2% | $19,030+1230.8% |