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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 | $441,922 | $254,759+73.5% | $216,567+104.1% | $198,609+122.5% |
| Participation rate | 66.7% | 84.5%-17.9pp | 81.6%-15.0pp | 82.4%-15.7pp |
| Annual return | 6.16% | 10.04%-3.9pp | 12.94%-6.8pp | 202.70%-196.5pp |
| Employer contribution / active EE | $2,608 | $6,096-57.2% | $5,216-50.0% | $5,055-48.4% |
| Participant deferral / active EE | $10,168 | $6,948+46.3% | $6,191+64.3% | $6,977+45.7% |
| Admin fee / account holder | $197,211 | $26,311+649.5% | $21,981+797.2% | $19,030+936.3% |