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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 | $535,319 | $29,319+1725.8% | $52,425+921.1% | $82,448+549.3% |
| Participation rate | 8.6% | 46.9%-38.3pp | 55.6%-47.1pp | 68.1%-59.5pp |
| Annual return | 18.19% | 535.20%-517.0pp | 302.12%-283.9pp | 41.64%-23.4pp |
| Employer contribution / active EE | $243 | $586-58.5% | $914-73.4% | $2,551-90.5% |
| Participant deferral / active EE | $2,627 | $1,171+124.3% | $1,790+46.7% | $4,139-36.5% |
| Admin fee / account holder | $5,980 | $1,962+204.8% | $2,495+139.7% | $7,234-17.3% |