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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 | $251,004 | $49,976+402.2% | $66,674+276.5% | $82,637+203.7% |
| Participation rate | 17.9% | 63.1%-45.2pp | 73.7%-55.8pp | 68.1%-50.2pp |
| Annual return | 30.40% | 39.09%-8.7pp | 321.24%-290.8pp | 53.51%-23.1pp |
| Employer contribution / active EE | $369 | $1,988-81.4% | $2,620-85.9% | $2,552-85.5% |
| Participant deferral / active EE | $639 | $2,847-77.6% | $4,084-84.4% | $4,126-84.5% |
| Admin fee / account holder | $2,600 | $4,594-43.4% | $5,098-49.0% | $7,339-64.6% |