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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 | $382,810 | $127,387+200.5% | $115,038+232.8% | $125,389+205.3% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | 0.63% | 31.28%-30.7pp | 26.14%-25.5pp | 282.24%-281.6pp |
| Employer contribution / active EE | $4,478 | $5,166-13.3% | $4,608-2.8% | $4,866-8.0% |
| Participant deferral / active EE | $17,173 | $6,423+167.4% | $6,026+185.0% | $5,352+220.9% |
| Admin fee / account holder | $141,438 | $9,516+1386.3% | $8,175+1630.1% | $9,541+1382.5% |