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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 | $279,128 | $88,778+214.4% | $81,844+241.0% | $145,884+91.3% |
| Participation rate | 10.5% | 75.1%-64.5pp | 72.4%-61.9pp | 80.3%-69.8pp |
| Annual return | 17.17% | 1033.03%-1015.9pp | 778.87%-761.7pp | 551.85%-534.7pp |
| Employer contribution / active EE | $493 | $3,087-84.0% | $2,916-83.1% | $4,662-89.4% |
| Participant deferral / active EE | $1,566 | $4,648-66.3% | $4,323-63.8% | $6,690-76.6% |
| Admin fee / account holder | $1,895 | $8,430-77.5% | $7,355-74.2% | $13,392-85.9% |