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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 | $252,453 | $98,240+157.0% | $82,312+206.7% | $147,586+71.1% |
| Participation rate | 40.0% | 79.7%-39.7pp | 76.9%-36.9pp | 82.8%-42.8pp |
| Annual return | 18.23% | 30.85%-12.6pp | 25.88%-7.6pp | 578.59%-560.4pp |
| Employer contribution / active EE | $823 | $3,192-74.2% | $2,428-66.1% | $4,876-83.1% |
| Participant deferral / active EE | $3,131 | $4,383-28.6% | $3,706-15.5% | $5,439-42.4% |
| Admin fee / account holder | $110,856 | $8,563+1194.6% | $5,608+1876.8% | $10,886+918.4% |