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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 | $1,029,360 | $131,835+680.8% | $108,582+848.0% | $273,972+275.7% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 15.14% | -91.57%+106.7pp | -51.70%+66.8pp | 41.46%-26.3pp |
| Employer contribution / active EE | $1,500 | $4,913-69.5% | $3,758-60.1% | $4,869-69.2% |
| Participant deferral / active EE | $1,500 | $5,127-70.7% | $4,311-65.2% | $5,287-71.6% |
| Admin fee / account holder | $55,378 | $10,253+440.1% | $7,645+624.4% | $10,133+446.5% |