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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 | $254,154 | $76,785+231.0% | $56,441+350.3% | $145,959+74.1% |
| Participation rate | 21.4% | 63.2%-41.8pp | 52.5%-31.1pp | 80.3%-58.9pp |
| Annual return | 7.93% | 3000.51%-2992.6pp | 1704.21%-1696.3pp | 561.95%-554.0pp |
| Employer contribution / active EE | $282 | $1,381-79.6% | $1,039-72.9% | $4,661-94.0% |
| Participant deferral / active EE | $2,279 | $2,624-13.1% | $1,953+16.7% | $6,689-65.9% |
| Admin fee / account holder | $100,065 | $3,334+2901.3% | $2,829+3436.9% | $13,398+646.9% |