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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 | $321,603 | $211,946+51.7% | $169,452+89.8% | $135,380+137.6% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -5.60% | 3.26%-8.9pp | 1.83%-7.4pp | 519.81%-525.4pp |
| Employer contribution / active EE | $2,240 | $5,117-56.2% | $4,157-46.1% | $4,779-53.1% |
| Participant deferral / active EE | $6,166 | $6,075+1.5% | $5,277+16.9% | $5,609+9.9% |
| Admin fee / account holder | $1,213 | $11,472-89.4% | $9,110-86.7% | $10,828-88.8% |