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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 | $297,146 | $83,337+256.6% | $67,834+338.1% | $273,972+8.5% |
| Participation rate | 14.3% | 76.4%-62.1pp | 68.8%-54.5pp | 83.0%-68.7pp |
| Annual return | 11.08% | 259.45%-248.4pp | 138.47%-127.4pp | 41.46%-30.4pp |
| Employer contribution / active EE | $857 | $3,287-73.9% | $2,403-64.3% | $4,869-82.4% |
| Participant deferral / active EE | $3,429 | $4,088-16.1% | $3,160+8.5% | $5,287-35.2% |
| Admin fee / account holder | $21,747 | $6,752+222.1% | $4,622+370.5% | $10,133+114.6% |