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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 | $330,313 | $44,984+634.3% | $85,009+288.6% | $74,546+343.1% |
| Participation rate | 7.4% | 49.4%-42.0pp | 67.5%-60.1pp | 67.2%-59.8pp |
| Annual return | 14.98% | 26.25%-11.3pp | 66.47%-51.5pp | 1366.03%-1351.1pp |
| Employer contribution / active EE | $699 | $1,458-52.1% | $2,728-74.4% | $2,624-73.4% |
| Participant deferral / active EE | $1,655 | $2,733-39.5% | $4,522-63.4% | $4,347-61.9% |
| Admin fee / account holder | $11,390 | $2,208+415.8% | $6,153+85.1% | $1,944+486.0% |