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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 | $45,119+632.1% | $85,126+288.0% | $74,429+343.8% |
| Participation rate | 7.4% | 49.4%-41.9pp | 67.5%-60.1pp | 67.2%-59.8pp |
| Annual return | 14.98% | 26.28%-11.3pp | 66.63%-51.7pp | 1368.38%-1353.4pp |
| Employer contribution / active EE | $699 | $1,460-52.1% | $2,731-74.4% | $2,625-73.4% |
| Participant deferral / active EE | $1,655 | $2,738-39.6% | $4,523-63.4% | $4,348-61.9% |
| Admin fee / account holder | $11,390 | $2,214+414.4% | $6,160+84.9% | $1,944+485.8% |