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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 | $503,405 | $136,214+269.6% | $98,775+409.6% | $167,536+200.5% |
| Participation rate | 33.3% | 70.2%-36.9pp | 65.7%-32.4pp | 82.1%-48.8pp |
| Annual return | 16.23% | 67.53%-51.3pp | 49.92%-33.7pp | 478.82%-462.6pp |
| Employer contribution / active EE | $532 | $2,631-79.8% | $2,067-74.3% | $4,839-89.0% |
| Participant deferral / active EE | $532 | $3,716-85.7% | $3,035-82.5% | $6,342-91.6% |
| Admin fee / account holder | $9,367 | $5,031+86.2% | $4,076+129.8% | $12,315-23.9% |