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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 | $29,319+815.8% | $52,425+412.2% | $82,448+225.7% |
| Participation rate | 8.6% | 46.9%-38.3pp | 55.6%-47.1pp | 68.1%-59.5pp |
| Annual return | 14.81% | 535.20%-520.4pp | 302.12%-287.3pp | 41.64%-26.8pp |
| Employer contribution / active EE | $217 | $586-63.0% | $914-76.2% | $2,551-91.5% |
| Participant deferral / active EE | $920 | $1,171-21.5% | $1,790-48.6% | $4,139-77.8% |
| Admin fee / account holder | $83,373 | $1,962+4149.1% | $2,495+3241.8% | $7,234+1052.5% |