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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 | $367,198 | $67,823+441.4% | $52,425+600.4% | $137,256+167.5% |
| Participation rate | 30.0% | 63.9%-33.9pp | 55.6%-25.6pp | 80.0%-50.0pp |
| Annual return | 14.96% | 219.11%-204.1pp | 302.12%-287.2pp | 220.34%-205.4pp |
| Employer contribution / active EE | $211 | $1,163-81.9% | $914-77.0% | $4,156-94.9% |
| Participant deferral / active EE | $4,800 | $2,288+109.8% | $1,790+168.1% | $6,407-25.1% |
| Admin fee / account holder | $16,899 | $2,844+494.2% | $2,495+577.3% | $12,270+37.7% |