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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 | $260,485 | $29,733+776.1% | $56,025+364.9% | $80,959+221.8% |
| Participation rate | 12.0% | 41.7%-29.7pp | 52.5%-40.5pp | 67.7%-55.7pp |
| Annual return | 14.08% | 35.28%-21.2pp | 1712.69%-1698.6pp | 35.67%-21.6pp |
| Employer contribution / active EE | $516 | $672-23.2% | $1,042-50.5% | $2,757-81.3% |
| Participant deferral / active EE | $2,229 | $1,229+81.3% | $1,955+14.0% | $4,300-48.2% |
| Admin fee / account holder | $985 | $2,434-59.5% | $2,828-65.2% | $6,925-85.8% |