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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 | $328,193 | $109,863+198.7% | $98,477+233.3% | $167,518+95.9% |
| Participation rate | 33.3% | 75.8%-42.5pp | 73.3%-40.0pp | 82.1%-48.8pp |
| Annual return | 18.87% | 1958.09%-1939.2pp | 1493.59%-1474.7pp | 478.71%-459.8pp |
| Employer contribution / active EE | $518 | $3,225-83.9% | $2,961-82.5% | $4,838-89.3% |
| Participant deferral / active EE | $1,036 | $4,673-77.8% | $4,276-75.8% | $6,342-83.7% |
| Admin fee / account holder | $2,108 | $6,755-68.8% | $5,951-64.6% | $12,312-82.9% |