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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 | $251,470 | $67,823+270.8% | $52,425+379.7% | $137,256+83.2% |
| Participation rate | 8.3% | 63.9%-55.6pp | 55.6%-47.3pp | 80.0%-71.6pp |
| Annual return | 15.83% | 219.11%-203.3pp | 302.12%-286.3pp | 220.34%-204.5pp |
| Employer contribution / active EE | $543 | $1,163-53.4% | $914-40.7% | $4,156-86.9% |
| Participant deferral / active EE | $995 | $2,288-56.5% | $1,790-44.5% | $6,407-84.5% |
| Admin fee / account holder | $4,938 | $2,844+73.6% | $2,495+97.9% | $12,270-59.8% |