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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 | $326,676 | $51,631+532.7% | $129,397+152.5% | $80,925+303.7% |
| Participation rate | 25.9% | 56.9%-31.0pp | 69.6%-43.7pp | 67.7%-41.7pp |
| Annual return | 15.39% | 20.77%-5.4pp | 9453.98%-9438.6pp | 35.65%-20.3pp |
| Employer contribution / active EE | $1,303 | $1,583-17.7% | $4,154-68.6% | $2,756-52.7% |
| Participant deferral / active EE | $2,938 | $2,670+10.1% | $4,167-29.5% | $4,299-31.6% |
| Admin fee / account holder | $14,714 | $4,309+241.5% | $7,679+91.6% | $6,940+112.0% |