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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 | $469,682 | $81,358+477.3% | $155,556+201.9% | $80,959+480.1% |
| Participation rate | 7.7% | 66.3%-58.6pp | 78.2%-70.5pp | 67.7%-60.0pp |
| Annual return | 16.00% | 33.39%-17.4pp | 64.84%-48.8pp | 35.67%-19.7pp |
| Employer contribution / active EE | $538 | $3,106-82.7% | $4,675-88.5% | $2,757-80.5% |
| Participant deferral / active EE | $2,187 | $3,455-36.7% | $5,631-61.2% | $4,300-49.1% |
| Admin fee / account holder | $88,924 | $7,994+1012.4% | $15,885+459.8% | $6,925+1184.0% |