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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 | $312,434 | $81,749+282.2% | $58,544+433.7% | $139,456+124.0% |
| Participation rate | 10.0% | 61.3%-51.3pp | 50.9%-40.9pp | 80.3%-70.3pp |
| Annual return | 18.32% | 7425.45%-7407.1pp | 4249.56%-4231.2pp | 373.45%-355.1pp |
| Employer contribution / active EE | $628 | $1,398-55.1% | $1,053-40.4% | $4,753-86.8% |
| Participant deferral / active EE | $2,478 | $2,555-3.0% | $1,923+28.9% | $6,711-63.1% |
| Admin fee / account holder | $1,245 | $3,272-62.0% | $2,520-50.6% | $11,407-89.1% |