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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 | $255,184 | $39,028+553.9% | $80,741+216.1% | $85,847+197.3% |
| Participation rate | 11.8% | 41.6%-29.8pp | 54.2%-42.4pp | 69.3%-57.6pp |
| Annual return | 11.89% | 26.31%-14.4pp | 87.30%-75.4pp | 318.61%-306.7pp |
| Employer contribution / active EE | $580 | $722-19.7% | $1,160-50.0% | $2,565-77.4% |
| Participant deferral / active EE | $2,117 | $1,326+59.7% | $2,145-1.3% | $3,952-46.4% |
| Admin fee / account holder | $1,136 | $2,429-53.2% | $3,380-66.4% | $6,261-81.9% |