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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 | $81,276+477.9% | $155,574+201.9% | $80,925+480.4% |
| Participation rate | 7.7% | 66.2%-58.6pp | 78.2%-70.5pp | 67.7%-60.0pp |
| Annual return | 16.00% | 33.36%-17.4pp | 64.87%-48.9pp | 35.65%-19.6pp |
| Employer contribution / active EE | $538 | $3,103-82.7% | $4,676-88.5% | $2,756-80.5% |
| Participant deferral / active EE | $2,187 | $3,453-36.7% | $5,629-61.2% | $4,299-49.1% |
| Admin fee / account holder | $88,924 | $7,993+1012.5% | $15,914+458.8% | $6,940+1181.3% |