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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 | $765,382 | $102,385+647.6% | $147,080+420.4% | $80,935+845.7% |
| Participation rate | 17.9% | 75.9%-58.0pp | 82.2%-64.3pp | 67.7%-49.8pp |
| Annual return | 21.69% | 135.09%-113.4pp | 420.17%-398.5pp | 35.66%-14.0pp |
| Employer contribution / active EE | $1,283 | $3,717-65.5% | $4,933-74.0% | $2,757-53.4% |
| Participant deferral / active EE | $2,875 | $6,651-56.8% | $8,066-64.4% | $4,299-33.1% |
| Admin fee / account holder | $497 | $7,951-93.8% | $12,989-96.2% | $6,924-92.8% |