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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 | $334,993 | $100,792+232.4% | $86,691+286.4% | $134,509+149.0% |
| Participation rate | 14.3% | 78.9%-64.7pp | 76.6%-62.3pp | 81.2%-66.9pp |
| Annual return | 10.01% | 29.08%-19.1pp | 35.94%-25.9pp | 418.13%-408.1pp |
| Employer contribution / active EE | $891 | $3,491-74.5% | $2,837-68.6% | $4,741-81.2% |
| Participant deferral / active EE | $3,343 | $5,339-37.4% | $4,656-28.2% | $6,400-47.8% |
| Admin fee / account holder | $419,338 | $10,924+3738.7% | $7,492+5497.2% | $11,427+3569.8% |