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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 | $284,630 | $29,670+859.3% | $56,054+407.8% | $80,911+251.8% |
| Participation rate | 5.4% | 41.7%-36.3pp | 52.5%-47.1pp | 67.6%-62.2pp |
| Annual return | 14.80% | 35.24%-20.4pp | 1705.95%-1691.1pp | 35.63%-20.8pp |
| Employer contribution / active EE | $298 | $670-55.4% | $1,039-71.3% | $2,756-89.2% |
| Participant deferral / active EE | $1,446 | $1,227+17.9% | $1,952-25.9% | $4,297-66.4% |
| Admin fee / account holder | $2,968 | $2,431+22.1% | $2,822+5.2% | $6,935-57.2% |