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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 | $465,445 | $52,353+789.0% | $120,225+287.1% | $82,448+464.5% |
| Participation rate | 31.9% | 58.3%-26.4pp | 69.6%-37.7pp | 68.1%-36.2pp |
| Annual return | 15.57% | 61.85%-46.3pp | 439.23%-423.7pp | 41.64%-26.1pp |
| Employer contribution / active EE | $285 | $1,510-81.2% | $3,475-91.8% | $2,551-88.8% |
| Participant deferral / active EE | $3,217 | $2,627+22.5% | $3,999-19.6% | $4,139-22.3% |
| Admin fee / account holder | $19,156 | $4,363+339.1% | $5,696+236.3% | $7,234+164.8% |