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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 | $268,495 | $28,624+838.0% | $53,647+400.5% | $82,637+224.9% |
| Participation rate | 8.6% | 47.3%-38.7pp | 56.3%-47.7pp | 68.1%-59.5pp |
| Annual return | 14.81% | 664.98%-650.2pp | 358.33%-343.5pp | 53.51%-38.7pp |
| Employer contribution / active EE | $217 | $637-65.9% | $962-77.4% | $2,552-91.5% |
| Participant deferral / active EE | $920 | $1,196-23.1% | $1,813-49.3% | $4,126-77.7% |
| Admin fee / account holder | $83,373 | $2,022+4023.9% | $2,460+3289.3% | $7,339+1036.1% |