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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 | $53,063+777.1% | $124,206+274.7% | $82,637+463.2% |
| Participation rate | 31.9% | 58.4%-26.5pp | 69.6%-37.7pp | 68.1%-36.1pp |
| Annual return | 15.57% | 68.87%-53.3pp | 515.27%-499.7pp | 53.51%-37.9pp |
| Employer contribution / active EE | $285 | $1,530-81.4% | $3,540-92.0% | $2,552-88.8% |
| Participant deferral / active EE | $3,217 | $2,644+21.7% | $3,968-18.9% | $4,126-22.0% |
| Admin fee / account holder | $19,156 | $4,281+347.5% | $5,929+223.1% | $7,339+161.0% |