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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 | $81,262+478.0% | $155,602+201.8% | $80,911+480.5% |
| Participation rate | 7.7% | 66.2%-58.5pp | 78.2%-70.5pp | 67.6%-60.0pp |
| Annual return | 16.00% | 33.34%-17.3pp | 64.81%-48.8pp | 35.63%-19.6pp |
| Employer contribution / active EE | $538 | $3,102-82.6% | $4,675-88.5% | $2,756-80.5% |
| Participant deferral / active EE | $2,187 | $3,451-36.6% | $5,629-61.1% | $4,297-49.1% |
| Admin fee / account holder | $88,924 | $7,992+1012.7% | $15,923+458.5% | $6,935+1182.3% |